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Your First Workflow

Your First Workflow

Section titled “Your First Workflow”

Workflows in HARi CRM automate repetitive tasks so your team can focus on selling. A workflow follows a simple pattern: WHEN something happens, IF conditions are met, THEN perform actions.

How Workflows Work

Section titled “How Workflows Work”

Every workflow has three parts:

  • WHEN (Trigger) — What event starts the workflow? Examples: a record is created, a field changes, a stage advances.
  • IF (Conditions) — Optional filters. Only run the actions if these conditions are true. Examples: source equals “Website”, deal value is greater than 10,000.
  • THEN (Actions) — What should happen? Examples: update a field, send an email, create a task, notify a user.

Example 1: Auto-Assign New Leads

Section titled “Example 1: Auto-Assign New Leads”

This workflow automatically assigns every new lead to a sales rep.

  1. Go to Settings > Workflows
  2. Click New Workflow
  3. Set the Name to “Auto-Assign New Leads”
  4. Set the Entity to “Lead”
  5. Set the Trigger to “Record Created”
  6. Skip the IF section (we want this for all new leads)
  7. In the THEN section, add an action: Update Field
    • Field: “Assigned To”
    • Value: Select a user or use round-robin assignment
  8. Click Save and toggle the workflow to Active

Now every new lead is automatically assigned without manual work.

Example 2: Send a Welcome Email

Section titled “Example 2: Send a Welcome Email”

This workflow sends a templated email when a new contact is created from the website.

  1. Create a new workflow named “Welcome Email”
  2. Set the Entity to “Contact”
  3. Set the Trigger to “Record Created”
  4. In the IF section, add a condition: “Source equals Website”
  5. In the THEN section, add an action: Send Email
    • Template: Select your “Welcome Email” template
    • To: The contact’s email field
  6. Save and activate

Advanced Features

Section titled “Advanced Features”

As you get comfortable, explore these workflow capabilities:

  • IF/ELSE branching — Run different actions based on different conditions
  • FOR_EACH loops — Iterate over related records (e.g. send an email to every contact at a company)
  • Webhook actions — Call external APIs when events occur
  • Delayed actions — Wait a set period before executing (e.g. follow up 3 days later)

Next Steps

Section titled “Next Steps”