Dalil Workflows allow you to automate actions across your CRM, conversations, and pipelines.
Instead of manually updating records, sending messages, or assigning tasks, workflows automatically execute these actions based on defined triggers and conditions.

Workflows help sales teams remove repetitive work, maintain clean CRM data, and ensure that important steps in the sales process always happen at the right moment.

In Dalil, workflows connect directly to People, Companies, Opportunities, Tasks, Notes, Conversations, and Sequences, allowing automation to operate across the entire sales system.

What a workflow is

A workflow is an automated sequence of actions triggered by a specific event in your CRM.

Workflows follow a simple structure:

Trigger → Logic → Action

When a trigger occurs, Dalil evaluates the workflow logic and executes the defined actions.

For example:

Trigger: Opportunity stage updated
Condition: Stage = Closed Won
Actions: Add the contact to an onboarding sequence

This allows teams to automate follow-ups, record updates, and communication workflows without manual intervention.

Why automation matters in Dalil

Sales operations involve many repetitive tasks:

• Updating CRM records

• Moving deals between pipeline stages

• Sending follow-up messages

• Assigning owners to leads

• Adding contacts to sequences

Without automation, these tasks must be done manually, which leads to:

• Incomplete CRM data

• Missed follow-ups

• Operational inefficiencies

Dalil Workflows solve this by ensuring that important actions are executed automatically based on real activity in your CRM and conversations.

Automation helps maintain consistent processes while freeing teams to focus on selling.

The Dalil visual workflow builder

Dalil includes a visual workflow editor that allows users to build automations using a drag-and-connect interface.

Each workflow consists of connected nodes representing triggers, logic, and actions.

Typical workflow components include:

Trigger: The event that starts the workflow.

Actions: Operations performed when the trigger occurs.

Logic: Conditions that control how the workflow behaves.

Users can build workflows from scratch or start from templates designed for common CRM automation scenarios.

Workflow triggers

Triggers define when a workflow should start.

Dalil supports several types of triggers connected to CRM activity.

Record triggers

• Record created

• Record updated

• Record deleted

• Record created or updated

Pipeline triggers

• Pipeline record created

• Pipeline record updated

• Pipeline record deleted

• Opportunity stage updated

Other triggers

• Launch manually

• On a schedule

• Webhook

• Sequence events

These triggers allow workflows to react automatically when data changes or new activity occurs inside the CRM.

Workflow actions

Actions define what the workflow does after it starts.

Dalil workflows can perform a wide range of operations across records, pipelines, messaging, and sequences.

Common actions include:

CRM actions

• Create record

• Update record

• Delete record

• Search records

• Bulk update records

Pipeline actions

• Add to pipeline

• Update pipeline record

• Delete pipeline record

Sequence actions

• Add to sequence campaign

• Exit sequence campaign

Messaging actions

• Send email

• Send WhatsApp message

Advanced actions

• HTTP request

• Custom code

By combining these actions, workflows can automate entire sales processes.

Workflow logic and conditions

Workflows often require decision logic to determine what actions should run.

Dalil includes several flow control tools:

• Filter: Limit workflows to records that match specific conditions.

• If / Else: Create conditional branches in a workflow.

• Iterator: Loop through lists of records.

• Delay: Pause workflow execution for a defined period.

This allows users to build complex automation flows that respond intelligently to CRM data.

Example workflow: Closed deal automation

Trigger
Opportunity stage updated

Condition (filter)
Stage = Closed Won

Actions

• Send WhatsApp message to the customer thanking them

• Add the contact to an onboarding sequence

• Create a task for the account manager

This automation ensures that every new customer immediately receives a follow-up and enters the onboarding process.

Example workflow: New lead assignment

Trigger
Record created (Person)

Actions

• Assign an owner to the lead

• Add the person to the sales pipeline

• Enroll the contact in a follow-up sequence

This ensures that every new lead is automatically routed into the sales process.

How workflows connect to CRM records

Dalil workflows operate directly on CRM entities.

Workflows can interact with:

• People

• Companies

• Opportunities

• Tasks

• Notes

• Pipelines

• Sequences

• Conversations

This deep integration allows automation to respond to real sales activity and maintain consistent CRM data.

For example, when a conversation creates a new lead, a workflow can automatically:

Create a record

Assign a sales owner

Add the lead to a pipeline

Enroll the contact in an outreach sequence

Key outcome

Dalil Workflows transform the CRM into an automated sales operating system.

By combining triggers, actions, and logic, teams can automate repetitive tasks, maintain accurate data, and ensure that every lead and opportunity follows the right process.