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AUTOMATION

Workflow Automation & FlowRunner Guardrails

Build event-driven automations connecting incoming messages, CRM deals, and external webhooks safely.

Prerequisites

  • Basic understanding of trigger-action logic

Instructions & Setup

1. Choose a Trigger

Select from New Lead, Message Received, Tag Added, or Pipeline Stage Changed.

2. Add Action Nodes

Attach AI classification, automated reply dispatch, contact property updates, or outbound webhooks.

3. Safety Guardrails

Flows are bounded to max 50 execution steps, 60s timeout, and recursion loop detection.

Plan Limits & Allocations

  • Trial: 100 runs • Starter: 1,000 • Growth: 5,000 • Pro: 20,000 • Scale: 100,000 runs/month

Troubleshooting & FAQs

Issue: Flow paused due to recursion

Resolution: Inspect workflow logic to ensure a reply action does not immediately re-trigger the same message listener.

Need personalized technical guidance?

Contact Support Engineering