Skip to main content

Creating Workflows

Save time by automating repetitive tasks, updates, and notifications across your projects and teams.

Creating a New Workflow​

  1. Navigate to Workflows & Notifications → Workflows.
  2. Click Create New Workflow to open the setup wizard.
  3. Follow the steps below to build your automation.

The workflow creation wizard has six steps:

StepNameDescription
1InformationEnter workflow name (required) and description (required)
2EntitySelect the module/entity type this workflow will monitor (e.g., Task, Project, Contact)
3TriggerChoose the triggering event — see Workflow Triggers
4ConditionsOptionally filter which records trigger the workflow
5ActionsBind actions to the workflow (after save)
6SuccessConfirmation screen with options to go to the workflow or configure actions

Step 1: Information​

Enter a Name and Description for your workflow. Both fields are required.

Step 2: Entity​

Select the module or entity type (e.g., Task, Project, Contact, Trip) that this workflow will monitor. This determines which fields are available for triggers and conditions.

Step 3: Trigger​

Choose what event should start the automation. See Workflow Triggers for the three trigger types: Time Dependent, Periodic, and On Change.

Step 4: Conditions​

Optionally specify which records should be picked up by this workflow:

  • Match All — Every condition you add must be true.
  • Match Any — The workflow will run if at least one condition is met.

Add conditions to filter records by field values (e.g., Status equals "Completed", Priority equals "High").

Step 5: Actions​

After the workflow is created, you can bind actions to it. The Success step provides a Configure Actions button that opens the action creation modal.

Step 6: Success​

A confirmation screen that shows:

  • Go to Workflow — Navigate to the created workflow's detail page
  • Configure Actions — Open the action creation modal to add actions

Adding Conditions​

Control when actions run using conditions:

If This Is True...Then Do This
Budget total is more than $500,000Notify CFO
Budget total is $500,000 or lessNotify Finance Manager

Setting Conditions​

  1. Select a field to check
  2. Choose an operator (equals, greater than, contains)
  3. Enter a comparison value
  4. Save

Activating a Workflow​

  1. Open the workflow from the Workflows list
  2. Toggle Active to ON
  3. Save — the workflow now runs automatically

Frequently Asked Questions​

Q: What's the difference between workflows and notifications?

A: Workflows are automated processes with triggers, conditions, and actions. Email actions within workflows are the primary way to send notifications in Compass.

Q: Can multiple workflows trigger on the same event?

A: Yes, but be careful of conflicting actions. Workflows run independently.

Q: How do I disable a workflow temporarily?

A: Toggle the "Active" switch to OFF. The workflow configuration is preserved but won't run.

Q: How do I debug a workflow that's not working?

A: Check the Workflow Logs. The logs show each execution, what triggered it, and the status.

Related: