Workflows and Customise

Automations, and shaping the app to your business.

• What a workflow isA workflow is a rule: when something happens, Adapt does a list of things. Today you can build and test one, but nothing runs on your leads yet.
• The Workflows pageYour list of workflows, the guide for newcomers, and where to start a new one.
• Build a workflowDescribe it in words or build it block by block, then read it back and check it before you turn it on.
• Blocks and triggers in the stockroomEvery kind of block the builder offers, grouped by what it does. All are in the designer; none runs on your leads yet.
• Test a workflow on a pretend leadA story is a pretend lead and what happens to it. Play it through your workflow and see each step, with nothing sent.
• Templates for workflows and whole setupsThe Templates store lists ready-made setups for a kind of business. Installing one adds its workflows to your browser only.
• Customise, what can be changedThe Customise area builds workflows, cards, pages and templates. This page says which parts work and which are saved in your browser only.
• Saved layouts and viewsRecord pages, list views and workflows you change are saved in your browser. They are not shared with your team yet.
• What Workflows and Customise cannot do yetA plain list of what is designed and visible but not connected, so you do not plan around it.