Workflows
Simple trigger → action recipes. Simulate runs without surprise side effects.
| Workflow | Trigger | Action | Status | Runs | Last run |
|---|---|---|---|---|---|
| Stalled deal → task | Deal inactive 7 days | Create task for owner | Enabled | 12 | Yesterday |
| New lead → notify owner | Lead created | Notify owner + create qualify task | Enabled | 47 | 8h ago |
| Closed won → CS handoff note | Deal moved to Closed Won | Create handoff note activity | Disabled | 0 | — |