im not super technical and building workflows from scratch is intimidating. are there templates or examples for common use cases like:
- lead capture form > email notification > CRM update
- customer feedback form > categorize > route to right team
- schedule-based data sync from an API to a table
having a starting point that i can modify would be way less scary than staring at an empty canvas
yes theres a template gallery when you create a new workflow. it has common patterns for lead capture, notifications, data sync, approval flows etc. you can use them as-is or customize them
ZA
Zoe Adams · Aug 13
oh perfect i didnt see the templates button. this makes it way less intimidating. the lead capture template is basically what i need with minor tweaks
DC
Dan Cooper · Aug 14
the templates are a good starting point. i usually grab one and then add/remove nodes. way faster than building from scratch