What Is a Workflow?

A workflow is a set of rules that tells your CRM to do something automatically when a specific event happens. Instead of remembering to send a follow-up email, assign a task, or notify a colleague, you define the rule once and the system handles it every time.

How workflows work

Every workflow follows a simple pattern: When something happens, If certain conditions are met, Then do something.

For example:

• When a new lead is created, if the lead source is “website,” then assign it to the sales team and send a welcome email.
• When an opportunity stage changes to “Won,” then create an invoice and notify accounting.
• When a task is overdue by 2 days, then send a reminder to the task owner and their manager.

Why it matters

Without workflows, repetitive tasks eat into your team’s selling time. Common problems include:

• Leads that never get a follow-up
• Deals that stall because nobody was notified
• Manual data entry that could be automated
• Inconsistent processes depending on who handles the task

Workflows eliminate these gaps by making your business processes consistent, fast, and reliable.

How HARi CRM handles it

HARi uses a declarative workflow system — you build workflows by choosing triggers, conditions, and actions from plain-language menus. No coding required. Workflows can send emails, create records, update fields, assign tasks, and send notifications to external tools via webhooks. Every workflow execution is logged so you can see exactly what happened and when.

Learn more: Workflows in HARi CRM