Skip to main content
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.

​
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:

​
Create a workflow from scratch

1

Go to Workflows

Navigate to Config → Workflows in the left sidebar.
2

Create a new workflow

Click New Workflow. Give it a descriptive name — for example, “Notify sales rep when lead is assigned.”
3

Choose a trigger

Select the event that should start this workflow from the trigger dropdown.
4

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.
5

Add actions

Click Add Action and choose what should happen. You can add multiple actions and control the order they run.
6

Activate the workflow

Toggle the workflow to Active and click Save. It will now run automatically whenever the trigger fires.

​
Available actions

Push an in-app notification to one or more users. Useful for alerting reps about new lead assignments or stage changes.
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 message to a contact’s mobile number. Subject to your messaging configuration.
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.”
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.
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.
1

Open the template library

Go to Config → Workflows and click Browse Templates.
2

Select a template

Preview what the workflow does, then click Use Template.
3

Customize and activate

Review the trigger, conditions, and actions. Adjust anything that doesn’t match your process, then activate the workflow.

​
View execution history

Every time a workflow runs, Novala records the execution — including whether it succeeded, what actions were taken, and any errors.
1

Open the workflow

Go to Config → Workflows and click the workflow you want to inspect.
2

Open the Executions tab

Click the Executions tab to see a list of all runs, with timestamps and status.
3

Inspect a run

Click any execution to see the full log: which conditions were evaluated, which actions ran, and any error messages if the execution failed.
If a workflow is firing unexpectedly or not firing at all, the execution log is the first place to look. Check whether your conditions are matching as expected.

​
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.