Workflows are how you automate the routine: trigger something, the system reacts.
Triggers
- Form submitted (specific form, or any form)
- Person created (new record in the CRM)
- Milestone reached (baptism, membership, leadership)
Actions
- Send email (using a template)
- Create task (assigned to a specific role or person)
- Apply tag (add to a segment)
- Trigger another workflow (cascade)
Engine
Built on a durable workflow runtime — workflows survive server restarts, automatic retry on transient failures, audit log of every run.
Examples
- New Visitor: form → welcome packet email + task to connections pastor + "new visitor" tag
- Baptism Class: form → confirmation email + task to baptism pastor + "in baptism class" tag
- Membership Milestone: milestone → welcome card task + "member" tag + remove "visitor" tag