Workflow
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Node Library 22
Triggers
📥
Lead Added
New lead in system
🔄
Status Changed
Lead status update
Follow-up Due
Scheduled follow-up
🧾
Invoice Overdue
Payment pending
Task Due
Task deadline reached
📋
Form Submitted
Onboarding form sent
🕐
Schedule / Cron
Time-based trigger
Conditions (IF)
Status Equals
Check lead status
📊
Score Threshold
Lead score ≥ N
📍
Source Equals
Lead source match
📅
Days Inactive
No contact for N days
💰
Value Greater Than
Lead value check
Actions (THEN)
💬
Send WhatsApp
Auto message via API
Create Task
Add to Task OS
🔄
Change Lead Status
Update pipeline stage
📝
Add Note
Log interaction
📅
Set Follow-up
Schedule next contact
🔔
Notify Team
Alert team member
📄
Send Quotation
Auto-send quote
🤖
AI Smart Reply
Generate AI message
Utility
Wait / Delay
Pause N hours/days
A/B Split
50/50 branch test
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