How Workflows Work
The record type
Every workflow is scoped to a record type — the kind of record the workflow is about. You choose this when you create the workflow, and it stays fixed forever.
The record type matters because it determines:
What fields you can filter on in your trigger
What “this record” refers to inside your steps (so an action step on a Member workflow targets the member that triggered the run)
Choose from the record types available in the creation form, such as Member, Membership,
Invoice, Booking, Subscription, Program, and Level.
The record type limits what the trigger watches — but your steps aren’t limited to that record type. For example, a Member workflow can still create an invoice, send a message, or create a booking for that member.

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