Dalil Workflows allow you to automate tasks across your CRM, pipelines, and communication channels.

This guide walks you through creating your first workflow, from selecting a trigger to publishing the automation.

Once configured, your workflow will run automatically whenever the defined event occurs.

Step 1: Open the workflows section

From de Side Bar navigate to:

Automation → Workflows

This page displays all workflows in your workspace, including their status, activity, and execution history.

From here you can create new workflows, edit existing ones, and monitor workflow runs.

Step 2: Click “New Workflow”

Click New Workflow to start creating an automation.

Dalil opens the workflow editor, which is the visual interface used to design automation flows.

You will see an empty workflow canvas where triggers, conditions, and actions can be added.

Step 3: Choose how to start

When creating a workflow, you can choose between two options:

Workflow from template
Start from a predefined automation designed for common CRM processes.

Start from scratch
Build a workflow manually using triggers and actions.

Templates help users quickly deploy common automation scenarios such as lead routing or deal follow-ups.

Step 4: Select a trigger

Every workflow starts with a trigger, which defines when the automation should run.

Select a trigger from the trigger panel.

Example trigger

Opportunity stage updated

This trigger activates the workflow whenever a deal moves to a different stage in the pipeline.

Triggers can be based on:

• CRM record events

• Pipeline changes

• Scheduled events

• Webhooks

• Sequence activity

Step 5: Add an action

After defining the trigger, add one or more actions that the workflow should perform.

Actions define what happens once the workflow is triggered.

Example action

Create a new task

In this example, the workflow will create a task automatically when the trigger event occurs.

Common actions include:

• Creating or updating records

• Moving deals in pipelines

• Sending emails or WhatsApp messages

• Adding contacts to sequences

Step 6: Add conditions (optional)

Conditions allow workflows to run only when specific criteria are met.

You can use logic blocks such as If / Else or filters to control workflow behavior.

Example condition

If stage = Closed Won

Workflow logic example

Trigger
Opportunity stage updated

Condition
Stage = Closed Won

Action
Send onboarding message to the customer

Conditions ensure workflows only execute when the situation matches the defined rules.

Step 7: Activate the workflow

Once your trigger, logic, and actions are configured, click Activate Workflow.

Publishing activates the workflow so it can run automatically whenever the trigger event occurs.

You can return to the workflow editor at any time to modify the automation or add new steps.

Key outcome

Creating workflows in Dalil allows you to automate repetitive CRM tasks and ensure consistent processes across your sales team.

By combining triggers, conditions, and actions, you can build automation that manages leads, moves deals through pipelines, and engages customers without manual effort.