Pipelines

A pipeline is a Kanban board over a data object. You define stages in sequence, for example "New → Reviewed → Approved → Closed", each with a color. Records live in exactly one stage at a time.

Create pipelines in Settings → Data. Once a pipeline exists, the data object gets a Kanban view under Business → Pipelines where you can drag records between stages.

Data triggers

A data trigger fires a workflow when a record changes. Typical triggers:

• A record moves to a specific stage ("when an Application moves to Approved, send the welcome email").
• A field value changes ("when the deal's value is updated, notify the owner").
• A record is created or deleted.

Set up triggers in Settings → Data. Each trigger points at one pipeline or one object and one stage or field. The triggered workflow receives the changed record as its input.

Example: an onboarding pipeline

An agency might build a "New Client" pipeline with stages: Intake → Contract → Kickoff → Live. A trigger on Contract → Kickoff fires a workflow that creates a Slack channel, sends the welcome email, and schedules a kickoff call, all automatically.

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