Trigger Types
Create, edit, field update, record conversion (lead to contact), time-based (X days after Y). Scheduled workflows run on schedule without a trigger event.
Actions
Field updates, tasks, notifications, email, webhooks, custom functions, tag assignment. Multiple actions per workflow; ordering matters.
Scheduled Workflows
Perfect for reminders, renewals, and follow-ups. Scheduled execution on field-date conditions (e.g. renewal_date = 30 days from today).
Testing
Test with a sample record. Confirm trigger fires; confirm actions execute. Check logs for hidden errors.
Maintenance
Disable stale workflows. A workflow firing 10x expected volume indicates a broken trigger. Quarterly audit keeps the library clean.