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- Add product tour video - Add new graphic design assets --------- Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com> Co-authored-by: Etienne <etiennejouan@users.noreply.github.com>
57 lines
2.0 KiB
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57 lines
2.0 KiB
Plaintext
---
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title: Workflows
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description: Automate your business processes with Twenty's visual workflow builder.
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icon: "bolt"
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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Workflows let you automate repetitive tasks and connect Twenty to external tools — without writing code (though you can if you want to).
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<VimeoEmbed videoId="1185511711" title="Workflow" />
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## How workflows work
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Every workflow has three parts:
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1. **Trigger** — What starts the workflow
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2. **Steps** — What happens next (one or more actions in sequence)
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3. **Variables** — Data that flows between steps
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## Triggers
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| Trigger | When it fires |
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|---------|--------------|
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| **Record event** | A record is created, updated, deleted, or upserted |
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| **Manual** | A user clicks a button (on a single record, multiple records, or globally) |
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| **Schedule** | On a recurring interval (cron syntax) |
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| **Webhook** | An external system sends an HTTP POST |
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## Actions
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Workflows can chain any combination of:
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- **Record operations** — Create, update, find, delete, or upsert records
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- **Send email** — Send or draft emails from connected accounts
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- **HTTP request** — Call any external API
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- **Code** — Run custom JavaScript for complex logic
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- **Branches** — If/else conditions to split the workflow path
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- **Iterator** — Loop over arrays of data
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- **AI Agent** — Let an AI agent process data autonomously
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- **Delay** — Wait before continuing
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- **Form** — Collect user input mid-workflow
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## What you can build
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- Send Slack alerts when a deal reaches a certain stage
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- Auto-enrich new contacts with data from external APIs
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- Detect stale opportunities and notify the owner
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- Sync data between Twenty and your billing system
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- Generate PDFs or invoices from record data
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- Auto-reply to inbound emails matching certain criteria
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<Card title="Full Workflows guide" icon="arrow-right" href="/user-guide/workflows/overview">
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Detailed reference on triggers, actions, variables, and real-world automation recipes.
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</Card>
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