# Workflow Builder

Workflow Builder lets you automate the repetitive tasks that eat up your day. The idea is simple: **"When this happens, do that."** No coding required — you build everything by dragging and connecting blocks on a visual canvas.

For example, you could set it up so that every time a new lead comes in, your sales team automatically gets an email. Or when a purchase order is submitted, your manager gets a notification. You decide the rules, and the system handles the rest.

## How it works

1. **Pick a trigger** — Choose what starts the automation. This could be a new record being created, a document getting approved, or a daily timer.
2. **Add actions** — Decide what should happen. Send an email, create a record, assign a task to someone, or send a text message.
3. **Add conditions (optional)** — Add decision points so your automation only runs when certain criteria are met. For example, only send the email if the invoice total is above $500.
4. **Connect the blocks** — Draw lines between your trigger, conditions, and actions to define the order things happen.
5. **Test and activate** — Run a test to make sure everything works, then turn it on.

## What can you automate?

* **Emails** — Send automatic emails when something happens (new lead, approved quote, overdue invoice)
* **Text messages** — Send SMS alerts to customers or your team
* **Record creation** — Automatically create invoices, tasks, or any other record
* **Record updates** — Change field values on existing records without lifting a finger
* **Notifications** — Pop up alerts or create to-do items for specific team members
* **Assignments** — Auto-assign records to the right person on your team

## Related pages

* [Building a Workflow](/workflow-automation/workflow-builder/building-a-workflow.md)
* [What Are Triggers?](/workflow-automation/workflow-builder/triggers.md)
* [What Are Actions?](/workflow-automation/workflow-builder/actions.md)
* [What Are Conditions?](/workflow-automation/workflow-builder/conditions.md)
* [Pre-Built Recipes](/workflow-automation/workflow-builder/recipes.md)


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