Workflow Automation

Workflows let you automate business processes - without writing code. They connect forms, webhooks, logic, document actions, emails, and integrations into a single, repeatable flow.

Instead of manually reviewing requests, sending emails, or copying data between systems, a workflow does it for you - consistently and instantly.

See it in action

What is a Workflow?

A workflow is a series of steps that run automatically when something happens - for example, when a client submits a form or a webhook is received.

Each workflow can:

Browse all available triggers and steps on the Workflow Steps page.

Example Workflow

In the example below:

  • A client submits an intake form
  • The workflow evaluates urgency and value based on the user input
  • High-priority requests notify the team and create a CRM lead
  • Standard requests receive an automatic confirmation with a document attachment

All of this runs without manual intervention, ensuring a consistent and efficient process.

Example workflow with a form trigger, flow control step, document steps, email notifications, and a spreadsheet update

Run History

Every workflow keeps a history of its runs. For each run you can see its status, the steps it executed, their timing and cost, and any errors or warnings - making it easy to verify results and troubleshoot problems.

Runs that are still in progress can be cancelled from the history view: steps that are waiting to execute stop immediately, steps that are already executing finish their work, and the run is marked as Cancelled.

To see the runs of all your workflows in one place, together with their submissions, documents and signature requests, visit the History page. How long runs are kept depends on your data retention settings.

Next Steps