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78 lines
3.4 KiB
Plaintext
78 lines
3.4 KiB
Plaintext
---
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title: Workflows
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description: Learn how to build automations in Twenty.
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---
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## Why Workflows Matter
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Twenty was built to bring maximum flexibility to its users. Rather than forcing you to adapt your business processes to rigid, pre-built features, workflows enable you to build automations that create the CRM that best supports your unique business use cases.
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Workflows are Twenty's in-app feature for building these automations. They give you the building blocks to create exactly what your business needs, when it needs it.
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## What can I do with workflows?
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We recommend building automations for two main purposes:
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1. **Internal automations to facilitate your team's day-to-day**: Reduce the amount of manual entries and repetitive tasks that slow down your team.
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2. **Bring data in and out of Twenty**: Connect Twenty via API calls and webhooks to your database and other tools.
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## Building Your First Workflow
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### Step 1: Create a New Workflow
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1. Go to **Workflows** accessible below the other objects
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2. Click **+ New Record**
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3. Give your workflow a name
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### Step 2: Add a Trigger
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Every workflow starts with a trigger. Choose from:
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- **Record events**: When a record is created, updated, or deleted
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- **Schedule**: Run at specific times (daily, weekly, etc.)
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- **Manual**: Triggered by a user action
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- **Webhook**: Triggered by a webhook
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<img src="/images/user-guide/workflows/workflow_triggers.png" style={{width:'100%'}}/>
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### Step 3: Add Actions
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After your trigger, add one or more actions:
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- **Create Record**: Add new records to any object
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- **Update Record**: Modify existing record data
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- **Delete Record**: Remove records from objects
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- **Search Records**: Find records matching criteria
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- **Upsert Record**: Create or update based on matching criteria
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- **Iterator**: Loop through arrays of records
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- **Filter**: Control which records proceed
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- **Delay**: Wait before continuing (duration or scheduled date)
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- **Send Email**: Send emails via your connected account
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- **Code**: Run custom JavaScript
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- **HTTP Request**: Call external APIs
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- **Form**: Get inputs from users within Twenty UI at the time of execution
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- **AI Agent** (Coming soon): Run intelligent AI tasks
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<img src="/images/user-guide/workflows/workflow_actions.png" style={{width:'100%'}}/>
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### Step 4: Test and Activate
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1. Use the **Test** button to run your workflow with sample data
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2. Review the results to ensure it works as expected
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3. Toggle the workflow **Active** when ready
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## Workflow Best Practices
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- **Edit step names**: Rename your workflow steps to clearly describe what each one does. This helps with maintenance and makes it easier to hand off to coworkers
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- **Leverage previous step data**: You can use fields from records returned by any previous step in your workflow
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- **Start simple**: Begin with basic workflows and add complexity over time as you become more comfortable with the system
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- **Plan before building**: Map out your workflow logic before you start building to avoid getting stuck halfway through
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## Next Steps
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- [Workflow Triggers](/user-guide/workflows/capabilities/workflow-triggers)
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- [Workflow Actions](/user-guide/workflows/capabilities/workflow-actions)
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- [CRM Automations](/user-guide/workflows/how-tos/crm-automations/closed-won-automations)
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## Need Help?
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<Tip>
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Want help automating your workflows? [Find a certified Twenty partner](https://twenty.com/partners/list?categories=SOLUTIONING&ref=docs-workflows) to design and build your automations end-to-end.
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</Tip>
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