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Workflows

Workflows automate actions in Prerak when something happens — no coding required.

What Is a Workflow?

A workflow has two parts:

  1. Trigger — an event that starts the workflow (e.g., "Contact stage changed to Qualified")
  2. Steps — actions Prerak takes automatically (e.g., "Create a task", "Send an email", "Assign to team member")

Example Workflows

Welcome new leads:

  • Trigger: Contact created
  • Step 1: Send welcome email
  • Step 2 (after 1 day): Create task "Follow up call"
  • Step 3: Assign contact to sales rep

Deal won:

  • Trigger: Deal stage changed to Won
  • Step 1: Add note "Deal closed!"
  • Step 2: Enroll contact in "Customer Onboarding" sequence
  • Step 3: Send internal Slack notification (via webhook)

Inactivity re-engagement:

  • Trigger: Contact not updated in 30 days
  • Step 1: Create task "Re-engage contact"
  • Step 2: Assign to owner

Creating a Workflow

  1. Go to Automation → Workflows → New Workflow
  2. Name your workflow
  3. Choose a trigger:
    • Contact created / updated / stage changed
    • Deal created / updated / stage changed / won / lost
    • Task completed
    • Form submitted
    • Tag added
    • Date-based (e.g., 3 days before deal close date)
    • Webhook received
  4. Add trigger conditions (optional): filter by field value (e.g., "only when stage = Qualified")
  5. Add steps: click + Add Step and choose an action (see list below)
  6. Save and Enable

Available Step Actions

ActionWhat it does
Send EmailSend a templated email to the contact
Create TaskCreate a task and assign it
Update ContactChange a field on the contact record
Update DealChange a field on the deal
Enroll in SequenceStart the contact in an email sequence
Add NoteAdd a note to the contact's timeline
Assign ContactChange the assigned owner
WaitPause X hours/days before the next step
ConditionBranch based on a field value
Send WebhookPOST data to an external URL
Create DealCreate a new deal linked to the contact

Using Conditions (Branching)

Add a Condition step to create if/else branches:

  1. Add a Condition step
  2. Set the condition (e.g., "Contact has email domain @enterprise.com")
  3. Add steps to the Yes branch and the No branch separately

Example: send a different email to enterprise vs. SMB contacts in the same workflow.

Enabling and Disabling Workflows

Toggle the workflow on or off with the Enable/Disable switch on the workflow card.

  • Disabled workflows do not process new triggers
  • Contacts already mid-workflow continue their steps

Workflow History

Each workflow shows a Run History tab:

  • List of all triggered runs
  • Timestamp, contact, and status (completed/failed/in-progress)
  • Click a run to see which steps executed and any errors

Tips

  • Test before enabling — use the Test Run button to simulate the workflow with a specific contact (no real actions taken)
  • Use Wait steps — space out your actions; instant follow-ups can feel aggressive
  • Keep workflows focused — one workflow per goal is easier to debug than one giant workflow
  • Check history if something feels off — the run history shows exactly what happened