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v2.3.0New Features

Workflow Automation Engine

Build multi-step automations triggered by CRM events, no code required. Automate lead routing, task creation, notifications, and sequence enrollment based on any combination of conditions.

New4 changes
  • NewVisual workflow builder: drag-and-drop trigger → condition → action canvas with 40+ action types
  • NewCRM event triggers: contact created, deal stage changed, form submitted, email replied, and 20+ more
  • NewBranching logic: if/else conditions with AND/OR operators and nested groups
  • NewBuilt-in actions: send email, create task, update field, enroll in sequence, notify Slack, create deal
Improved1 change
  • ImprovedWorkflow run history with per-step execution logs and error details for debugging
Fixed1 change
  • FixedFixed workflows with 'wait X days' steps not resuming correctly after workspace timezone changes

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