The workflow builder ships with a library of triggers (what starts a run), conditions (branching logic), and actions (what the workflow does). This page is the reference for what is available today and what is on the roadmap.
Triggers
Webhook — generates a URL you can POST to.
New lead — fires when a lead is created in this workspace.
Lead tagged — fires when a tag is added.
Lead updated — fires when one of the selected fields changes.
Campaign reply — fires when a campaign receives a reply.
Schedule — runs on a cron-style schedule.
Manual — runs on a button click in the lead view; useful for testing or sales-led actions.
Conditions
If field equals / contains / matches regex on any lead field or custom field.
Has email, Has phone, Has LinkedIn, Has company.
Connection accepted on LinkedIn.
In list, In campaign, Tagged with.
AI classify — pass a lead or message through an LLM and branch on the response. Useful for intent classification on replies.
Actions
Outreach
Send email, Send LinkedIn DM, Send WhatsApp message, Send Telegram message, Send Instagram DM.
Add to campaign, Remove from campaign, Pause campaign for lead.
Send LinkedIn connection request.
Lead management
Enrich lead, Verify email.
Set field, Add tag, Remove tag.
Mark opted out.
Move to list.
External
Slack notify, Discord notify.
HubSpot sync, Pipedrive sync, Salesforce sync.
HTTP request — fire any webhook or call any REST API.
Google Sheets append.
Flow control
Wait — fixed or relative delay.
Wait until — pause until a date or event.
Branch — split based on a condition.
Loop — iterate over an array (for example, a list of recently-mentioned competitors).
End — explicit terminator.
Email Opened and Email Clicked nodes
Today, opens and clicks are surfaced as campaign analytics events, not as workflow triggers. Two new nodes are on the roadmap and currently in beta for a subset of accounts:
Email Opened — trigger when a tracked open is recorded.
Email Clicked — trigger when a tracked link is clicked, with the URL as a property you can branch on.
If you want early access, open a support ticket with your workspace name. We will enable the feature flag for your workspace and you can use both nodes immediately. They appear in the trigger palette under Beta.
AI nodes
AI classify — LLM-powered classification (intent, sentiment, lead score).
AI write — generate a personalised message from lead context.
AI summarize — collapse a long thread into a one-sentence summary you can push to Slack or CRM.
AI nodes use plan credits unless you have BYOK set up (see the BYOK article).
Node testing
Every node has a Test button that lets you pass a sample payload through it. Use the Runs tab to replay actual production runs for debugging.