Workflows

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Workflows let you automate repetitive tasks and connect Twenty to external tools — without writing code (though you can if you want to).

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How workflows work

Every workflow has three parts:

1. Trigger — What starts the workflow
2. Steps — What happens next (one or more actions in sequence)
3. Variables — Data that flows between steps

Triggers

Trigger	When it fires
Record event	A record is created, updated, deleted, or upserted
Manual	A user clicks a button (on a single record, multiple records, or globally)
Schedule	On a recurring interval (cron syntax)
Webhook	An external system sends an HTTP POST

Actions

Workflows can chain any combination of:

• Record operations — Create, update, find, delete, or upsert records
• Send email — Send or draft emails from connected accounts
• HTTP request — Call any external API
• Code — Run custom JavaScript for complex logic
• Branches — If/else conditions to split the workflow path
• Iterator — Loop over arrays of data
• AI Agent — Let an AI agent process data autonomously
• Delay — Wait before continuing
• Form — Collect user input mid-workflow

What you can build

• Send Slack alerts when a deal reaches a certain stage
• Auto-enrich new contacts with data from external APIs
• Detect stale opportunities and notify the owner
• Sync data between Twenty and your billing system
• Generate PDFs or invoices from record data
• Auto-reply to inbound emails matching certain criteria

<Card title="Full Workflows guide" icon="arrow-right" href="/user-guide/workflows/overview"> Detailed reference on triggers, actions, variables, and real-world automation recipes. </Card>