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
- Set Task Dependencies in OnRamp
- Use Subtasks to Verify and Update CRM Data
- Map Internal Users and Customer Users in Lanes
- Automating Project Creation with Workflows
- Navigating the OnRamp Menu
- Use the Embeddable Task Step in OnRamp
- 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