Workflows & Automation

Automating Project Creation with Workflows

›

Designing Reliable Workflows

›

Understanding Playbook & Project Automations

›

Add Tasks and Subtasks in OnRamp

›

Creating Multi-Step Tasks

›

Set Task Dependencies in OnRamp

›

Reset a Task in OnRamp

›

Navigating the OnRamp Menu

›

Create Project Automations

›

Use Conditional Logic in Subtasks

›

Use the Embeddable Task Step in OnRamp

›

Use Subtasks to Verify and Update CRM Data

›

HubSpot Custom Field API Names for Workflow Triggers

›

Create Multiple Projects from a Single Workflow Run

›

Module Automations

›

Automations Library: build an automation once, reuse it everywhere

›

Workflows: Mapping Project Start and End Dates from CRM Data

›

Duplicating a Workflow

›

Test a workflow with Debug

›

Mapping Account Data Fields in Workflows

›

Copying and Duplicating Branches in the Workflow Builder

›

Re-running a Workflow Execution

›

Using "Is Empty" and "Is Not Empty" in Workflow Conditions

›

Using Custom Logic in Workflow Triggers

›

Setting a Custom Portal for a Workflow

›

Mapping USER data fields from your CRM in Workflows

›