Lesson objectives
- Describe a workflow in trigger-condition-action form
- Draw a workflow map
The building blocks
- Trigger: the event that starts the workflow (form submitted, purchase made).
- Conditions: filters or branches (only if country = AU; if order > $100).
- Actions: what happens (create contact, add tag, send email, notify team).
- Trigger: form submitted
- Condition: service = quote
- Action: create CRM deal
- Action: send confirmation
- Action: notify sales
Action steps
- Map one workflow on paper in trigger-condition-action form
Checklist
- Trigger defined
- Conditions explicit
- Every action has a purpose