Workflows & Automation
How to automate common workflows, reduce manual work, and trigger actions based on customer activity or data changes.
Articles
- Create Project Automations
- Designing Reliable Workflows
- Understanding Lanes and Stage Logic
- Add Tasks and Subtasks in OnRamp
- Module Automations
- Set Task Dependencies in OnRamp
- Testing a Workflow with Debug Mode
- Use Subtasks to Verify and Update CRM Data
- Map Internal Users and Customer Users in Lanes
- Automating Project Creation with Workflows
- Workflows: Mapping Project Start and End Dates from CRM Data
- Using "Is Empty" and "Is Not Empty" in Workflow Conditions
- Copying and Duplicating Branches in the Workflow Builder
- Setting a Custom Portal for a Workflow
- Navigating the OnRamp Menu
- Use the Embeddable Task Step in OnRamp
- Using Custom Logic in Workflow Triggers
- Create Multiple Projects from a Single Workflow Run
- Duplicating a Workflow
- Mapping Account Data Fields in Workflows
- Automations Library: build an automation once, reuse it everywhere
- Mapping USER data fields from your CRM in Workflows
- Re-running a Workflow Execution
- Creating Multi-Step Tasks
- Understanding Playbook & Project Automations
- Reset a Task in OnRamp
- HubSpot Custom Field API Names for Workflow Triggers
- Use Conditional Logic in Subtasks