Workflow Builder
Workflows are the bigger brother of sequences. They let you branch on conditions, enrich data on the fly, and write back to your CRM — all on a visual canvas.
What you'll learn
- How the canvas works (drag, drop, connect)
- What each node type does
- How to save, version, and run a workflow
- How to debug a stuck run
The canvas
Open Workflows → New. You'll see a blank canvas. Drag nodes from the right-hand panel and connect them by dragging from one node's output handle to another's input handle. Zoom with the mouse wheel; pan with space-drag.
Node types
| Node | What it does |
|---|---|
| Trigger | Starts the workflow on a signal, schedule, or webhook |
| Filter | Lets records through if a condition is true |
| Enrich | Adds fields like firmographics or contact info |
| Sequence | Hands off to a saved sequence |
| CRM Sync | Writes to HubSpot, Salesforce, etc. |
| Wait | Pauses for hours, days, or until an event |
| Branch | Splits the path on a yes/no condition |
Save and run
Click Save Draft any time — drafts are private. When you click Publish, SIE validates the graph (no orphaned nodes, no infinite loops, all required fields set), saves a version, and starts processing matching signals. You can roll back to any prior version.
Debugging
Open the Runs tab to see every signal that entered the workflow, which nodes it visited, and where it stopped. Failed runs show the error and let you replay after fixing.
What's next?
- Pre-build sequences to drop into your workflows
- Trigger workflows from webhooks
- Track per-node credit cost