Create a workflow

Who can do this: Team members with access to Workflows
Where to find it: Apps › Workflows › Create Workflow (/business/automations)

Build your own automation with delays, branches and CRM actions.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select Workflows.
2. Select Create Workflow and choose where to start.
3. Choose Start from scratch to build a custom workflow.

Result

Your new workflow is created.