Workflows let you automate repetitive work by defining rules of the form: when X happens, do Y. Each workflow has a trigger (the event that fires it), optional conditions (filters that must be true), and one or more actions to execute. Workflows run automatically in the background and log every execution for auditing. Only admins can create and manage workflows by default.Documentation Index
Fetch the complete documentation index at: https://developers.novala.ai/llms.txt
Use this file to discover all available pages before exploring further.
Core concepts
Trigger
The event that starts the workflow — something that happened in Novala, like a lead being created or an inspection completing.
Conditions
Optional filters applied before the actions run. For example, only fire when the lead score is above 80, or when the deal value exceeds $10,000.
Actions
What to do when the trigger fires and conditions pass. Send a notification, create a task, update a field, send an email or SMS, or call a webhook.
Trigger events
The following events can trigger a workflow:| Category | Trigger event | Description |
|---|---|---|
| Leads | Lead created | A new lead was captured |
| Leads | Lead scored | A lead’s score was updated |
| Leads | Lead qualified | A lead was marked as qualified |
| Leads | Lead converted | A lead was converted to a deal |
| Leads | Lead disqualified | A lead was disqualified |
| Leads | Lead assigned | A lead was assigned or reassigned |
| Leads | Lead escalated | A lead breached its SLA |
| Pipeline | Deal created | A new deal was added to the pipeline |
| Pipeline | Deal stage changed | A deal moved to a different stage |
| Pipeline | Deal closed won | A deal was closed as won |
| Pipeline | Deal closed lost | A deal was closed as lost |
| Contacts | Company created | A new company was added |
| Contacts | Contact created | A new contact was added |
| Contacts | Contacts merged | Duplicate contacts were merged |
| Workflows | Execution completed | A workflow finished successfully |
| Workflows | Execution failed | A workflow encountered an error |
Create a workflow from scratch
Create a new workflow
Click New Workflow. Give it a descriptive name — for example, “Notify sales rep when lead is assigned.”
Add conditions (optional)
Click Add Condition to filter when the workflow runs. Choose a field, an operator (equals, greater than, contains, etc.), and a value. Add multiple conditions and set whether all or any must match.
Add actions
Click Add Action and choose what should happen. You can add multiple actions and control the order they run.
Available actions
Send a notification
Send a notification
Push an in-app notification to one or more users. Useful for alerting reps about new lead assignments or stage changes.
Send an email
Send an email
Send an email to a contact or internal user. You can use merge fields to personalize the content with data from the triggering record.
Send an SMS
Send an SMS
Send an SMS message to a contact’s mobile number. Subject to your messaging configuration.
Create a task
Create a task
Create a follow-up task and assign it to a user. Set a due date relative to when the workflow fires — for example, “due in 2 business days.”
Update a record
Update a record
Set a field on the triggering record to a new value. For example, automatically set a lead’s status to “Follow-up required” after a trigger condition is met.
Trigger a webhook
Trigger a webhook
Send an HTTP POST to an external URL with the event payload. Use this to integrate with tools outside Novala.
Start from a template
Novala includes pre-built workflow templates for common use cases. Templates are a starting point — you can customize every step after applying one.View execution history
Every time a workflow runs, Novala records the execution — including whether it succeeded, what actions were taken, and any errors.Open the Executions tab
Click the Executions tab to see a list of all runs, with timestamps and status.
Pause or delete a workflow
To temporarily stop a workflow from running, toggle it to Inactive from the workflow list or its detail page. To remove it permanently, open the workflow and click Delete.Deleting a workflow does not remove its execution history.