Workflow Automation

HARi’s workflow engine lets you automate business processes with a visual editor.

How workflows work

Every workflow follows a simple pattern:

WHEN (trigger) → IF (conditions) → THEN (actions)

Triggers — what starts the workflow:

• Record created
• Record updated
• Field value changed
• Stage changed (pipeline)
• On a schedule (cron)

Conditions — when to run:

• Field equals/contains/greater than a value
• Record owner is a specific user
• Stage is “Proposal” or “Negotiation”
• Score is above 50

Actions — what to do:

• Send email (from template)
• Update a field
• Create a related record
• Assign to a user
• Call a webhook (Zapier, Make, n8n)
• AI enrich the record
• Log an activity
• Notify via Telegram

IF/ELSE branching

Workflows support full branching logic:

IF score > 50:
  → Move to "Qualified"
  → Assign to senior rep
ELSE IF score > 20:
  → Send nurture email
ELSE:
  → Tag as "Cold"
  → Create follow-up task in 14 days

FOR_EACH loops

Process multiple records in a single workflow:

FOR EACH contact WHERE source = "webinar":
  → AI enrich
  → Update score
  → Send welcome email

Limited to 1,000 records per execution for safety.

Examples

Auto-qualify hot leads

When: Lead score changes If: Score > 20 Then: Update status to “Qualified”, notify sales manager

Follow-up reminder

When: Deal stage changes to “Proposal” Then: Create task “Follow up in 5 days”, assign to deal owner

Welcome email for web leads

When: Contact created If: Source = “Website” Then: Send “Welcome” email template, AI enrich contact