The step types

Everything a workflow can do is built from eight steps. You add them from the Nodes list and set each one up in the Properties panel.

Step	What it does
Update Field	Changes a value on the record itself — the stage, a status, a close date
Send Notification	An in-app notification to a user or a role
Send Email	Email to people inside or outside the workspace
Create Record	Creates a record in another module, mapping its fields from this one
Conditional Branch	Splits the path in two by a field's value
Math Update	Calculates a value and updates a field with it
Assign Data	Assigns the record to a user or a role
Generate Word	Fills a Word template and offers it for download — needs the Word Generator plugin

The order of steps

Steps run in the order you connected them, starting at the trigger. Order matters: update the stage before an email that mentions it, and create the related record before you point at it.

What each step asks for

Each step asks only what it needs: update field asks for the field and the value, the branch asks for a field and a comparison, email asks for recipients, subject and message. Select a step on the canvas and its questions appear in Properties.