Workflows

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Workflows Overview

Workflows are automations you build once and let Cortado run for you — a follow-up email when a quote sits unopened, a task when a new lead arrives, a reminder a few days before a quote expires. When workflows are enabled for your organization, Workflows appears in the main sidebar. That page has two tabs:

• Active runs — automations currently in flight across the organization. You can stop a run from here.
• Workflows — every definition you have, filterable by All, Active, or Inactive. Turn a workflow on or off, open it to edit, or start a new one.

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Creating a Workflow

From the Workflows tab, click New workflow (or install one from the template gallery). The editor is a canvas: one trigger starts the flow, then you add steps from the palette. You can start from a template instead of a blank canvas. The gallery installs a ready-made automation — Post-quote follow-up, Stale lead re-engagement, Overdue payment reminder, or Final reminders before quote expires — that you then edit to match your voice.

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Triggers

A workflow starts when something happens on a record. The trigger picker is two steps: choose the record type, then the event. Leads are labeled Lead throughout the builder (not “Inquiry”). Common triggers include: Quote expiring soon is the one trigger that needs a lead time: how many days before the expiration date to run (1–90, default 3). Every other trigger fires at the moment the event happens. You can also add entry conditions on the trigger so the workflow only starts when a field matches — for example, only wedding leads, or only quotes above a certain total. Branch steps later in the flow can check a field on a related record too (a quote workflow branching on the lead it came from).

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Steps You Can Add

The palette groups blocks into Flow, Communication, and Records.

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Flow

• Wait — pause minutes, hours, days, or weeks before the next step.
• Branch — split into two paths based on a condition on the live record.
• Switch — route one field through several named paths.
• Stop — end this path.

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Communication

• Send email — email someone on the record. Choose a saved template (its subject and body are used as-is; edit the template if you need different copy) or write the message in the step. You pick who it goes to (for example, the contact email), plus optional CC, BCC, and a fallback address if that field is empty.
• Send webhook — POST a signed JSON event to an endpoint you registered under Settings > Integrations > Webhooks. Pick the endpoint on the step; the URL and signing secret stay on the endpoint. Failed deliveries are retried; if the other system rejects the request, the step fails. See Webhooks.

Paragraph breaks and signature line breaks in a Send email step are preserved in the email the customer receives — a name, title, and business on separate lines stay stacked instead of collapsing into one run-on paragraph. Saved templates already use the rich editor and keep their formatting.

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Records

• Create task — a follow-up assigned to a teammate (or left unassigned).
• Update field — set a field on the triggering record (stage, event type, tags, and similar).

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Watching Runs

Open Workflows > Active runs to see what’s in flight. Each workflow also has its own run history, including a Cancelled view for runs you stopped or that got stuck and were cleared.

• Turning a workflow off immediately cancels its pending runs.
• Failed or incomplete runs can be retried from history.
• Manual runs are badged so you can tell them apart from trigger-fired ones.

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Running a Workflow Yourself

A Run Workflow action on lead, event, quote, invoice, and contact pages starts an eligible, enabled workflow against that record immediately — you don’t wait for the lifecycle trigger to match.

• Only workflows whose trigger type matches the record are listed (a lead page shows lead-triggered workflows).
• Manual runs skip the trigger’s conditions — the dialog warns you, because the workflow executes even if those filters wouldn’t normally match.
• If this same workflow is already running for that record, Cortado refuses a second start until it finishes.
• The action is hidden when workflows aren’t enabled for the organization. It’s visible but disabled if your role doesn’t include Automations manage access.

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Best Practices

1. Start from a template — install a gallery workflow, send a test to yourself, then edit copy and timing.
2. Name for the outcome — “Final reminder before quote expires” is easier to find in run history than “Quote workflow 3”.
3. Keep Send email steps short — one ask, one link, a signature with line breaks. Preview a run before you turn the workflow on for everyone.
4. Use Quote expiring soon instead of guessing — set the lead time (for example, 3 days) rather than a long Wait after Quote sent.
5. Prefer conditions on the trigger — filter at the start so you don’t send a nurture sequence to a lead who already booked.
6. Turn it off when you’re iterating — disabling a workflow cancels pending runs immediately, so a half-edited reminder doesn’t go out overnight.