Overview
Reevo’s workflow builder lets you automate repetitive tasks and create sophisticated business processes without writing code. Set up workflows that trigger automatically when specific events occur - like a record being created or a form being submitted - and execute a series of actions like updating records, routing leads, or sending notifications. Workflows consist of two main parts: a trigger that starts the workflow automatically, and action nodes that execute in sequence to complete your business process.Prerequisites
- Admin or User role with permission to create workflows in your Reevo workspace
- Familiarity with the records and data you want to automate (Contacts, Accounts, Opportunities, etc.)
Creating a New Workflow
Step 1: Navigate to Workflows
Access Workflows through the navigation bar.
Step 2: Choose a Template or Start from Scratch
Select a template that matches your use case, or build your own from scratch. Templates are organized by category - Contact-Based, Account-Based, Lead Routing, Alerts, and more. See Workflow Templates: Choosing the Right Starting Point for a breakdown of each category. Give your workflow a clear, descriptive name so it’s easy to identify later (e.g., “Closed Won New Business Opportunity → Create Renewal Opportunity”).
Step 3: Build in the Editor View
You’ll land in the Editor view, where you can see and configure every node in your workflow. The workflow flows top to bottom:- Trigger node - the special first node that defines the event that starts the workflow and provides relevant data to downstream nodes (e.g., when an account or contact is updated)
- Action nodes - the steps that execute after the trigger, defining what the workflow does in sequence
Configuring Your Trigger
Click the trigger node to select your trigger type and configure its settings. Core trigger types include:| Trigger | What Starts It |
|---|---|
| Record Created | A new record is saved in Reevo |
| Record Updated | A field on an existing record changes |
| Webhook Received | An external system sends a payload |
Adding and Configuring Action Nodes
Click + at any point in the workflow to add a new action node. Available node categories include:| Category | Nodes |
|---|---|
| Record Actions | Create Record, Update Records, Search Records, Move Stage |
| Logic | Condition, Compute |
| Timing | Delay |
| Notifications | Send Slack Message |
Using Variables
Variables let you pass data from one node to another, making your workflow dynamic and responsive to the actual records being processed. When configuring an action node’s fields, click any field to switch to variable mode to see all data available from earlier steps - the trigger record’s fields, outputs from previous action nodes, and internal workflow values.
Deploying and Activating Your Workflow
Deploy
When your workflow is configured and the Deploy Checklist shows all items complete, click Deploy to publish your changes.- All nodes must be connected and fully configured to deploy
- To make changes after deployment, switch to Draft mode first, then click Deploy again to push the update live
Activate
After deploying, use the Active / Inactive toggle to turn the workflow on or off:| Status | Behavior |
|---|---|
| Active | The workflow fires automatically whenever the trigger event occurs |
| Inactive | The workflow does not fire, even if the trigger event occurs |
A workflow can be Deployed but Inactive. Make sure both the workflow is deployed and the toggle is Active before expecting it to run automatically.
Monitoring Workflow Performance
Monitor all your workflows from the main Workflows page. From the main Runs tab, clicking a workflow name or row navigates you directly into that workflow’s Run History tab, where you can see every execution - when it ran, whether it succeeded, and a node-by-node breakdown.
Troubleshooting / FAQs
Why can't I deploy my workflow?
Why can't I deploy my workflow?
Click the Deploy Checklist panel to see exactly which fields still need to be completed. All nodes must be connected and every required field must be filled in. The most common blocker is an unconfigured node or a disconnected node with no incoming connection.
What's the difference between static values and variables?
What's the difference between static values and variables?
Static values are fixed data you type in or select directly - like a specific email address, a hardcoded stage name, or a particular value in a select list (e.g. choosing a particular opportunity stage). Variables pull live data from earlier steps in the workflow - like the email address from the contact that triggered the run. Variables make workflows dynamic and reusable across many records.
What happens if I make changes to a deployed, active workflow?
What happens if I make changes to a deployed, active workflow?
Switch to Draft mode first to make your edits. The currently active version keeps running until you click Deploy again - in-progress runs are not affected.
Why is my workflow Active but not running?
Why is my workflow Active but not running?
Confirm that: (1) the workflow has been Deployed (not just saved), (2) the Active toggle is on, and (3) the trigger’s conditions are actually being met. For Record Updated triggers, the specific field and value you configured must change on a record for the trigger to fire.
Can I delete a node in the middle of a workflow?
Can I delete a node in the middle of a workflow?
Yes - you can delete any nodes in your workflow. Note that deleting a node can break variables in downstream nodes that reference it, and those references will need to be updated.
Can I move a node or swap two nodes?
Can I move a node or swap two nodes?
Yes - click Swap at the bottom of the editor to choose two nodes to swap locations. You can also hover near the left edge of a node to drag and drop it to a different position in the workflow.
Can I clone an existing workflow?
Can I clone an existing workflow?
Yes - from the workflow list, find the workflow you want to copy and click Clone. This creates a new draft workflow with the same structure and configuration, which you can then customize independently.
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