Workflows
What a workflow is made of
Every workflow has three parts:
1. A trigger — what causes the workflow to start. This could be something that happens (a new member is added), a condition being met (an invoice is overdue), a date-related event (a birthday is approaching), or a set schedule (every Monday morning).
2. Steps — what the workflow does after it starts. Steps run in order. You can send a message, update a record, wait a period of time, check a condition, or create a new record.
3. A version — workflows are versioned. Use Save Draft to save changes without going live.
Publishing enables the automation; existing runs stay on their original version. Disabling
cancels in-progress runs, rather than pausing them for later.

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