Workflows
What workflows can do
A workflow step can:
Send a message to a member (email or SMS)
Add or edit a note on a member’s profile
Create a membership for a member
Promote a member to the next level
Create or edit an invoice
Create or cancel a booking
Wait for a fixed time, or until a specific date
Branch based on a condition — take one path if something is true, another if it’s not
See Available Actions for the complete list.
Publishing does not guarantee every step can complete: recipients, templates, permissions,
and record details still need to be valid when the step runs. Test Run performs real actions,
including messages and saved changes. Use safe test records first.

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