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What happens next

  1. 1Choose a triggerStart with a new lead, conversation, form, or webhook event and define exactly when the workflow should run.
  2. 2Build and test the actionConfigure the email, quote, appointment, or webhook draft, then run a safe test with sample data.
  3. 3Approve the first live runAutomation starts approval-first. Review the prepared result, approve it, and only enable hands-off execution when you trust the workflow.

Need help? Send us the trigger, desired result, tools involved, sample input, and who should approve the action.