Automations basics
Core concepts and your first workflow step by step.
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- How to create your first workflowIn Automation › Workflows, click Create Workflow, choose Start from scratch, add a trigger, add actions with the + button, save, test it on a contact, and publish.
- What a workflow is and how it worksA workflow is an automation in Automation › Workflows that starts with a trigger (something that happens, like a form being submitted) and then runs actions in order (send an email, add a tag, notify your team) without anyone doing them by hand.