Automate your routine steps

Automations run the routine steps for you. When something happens in Tormano, the follow-up happens on its own.

What a workflow is made of

Every workflow has three parts:

1. Trigger: what starts it. Contact created, Deal stage changed, Donation created, or 30 days before a grant deadline.
2. Conditions, if you want them: narrow when it runs, such as only when lifecycle is Donor.
3. Actions: what happens next. Send an email, create a task, add a tag, update a field, notify someone, raise an invoice in QuickBooks, and more.

Where workflows live

Everything sits under Automations. The Workflows tab lists each one with whether it is active or paused, when it last ran, and how many times.

Create a workflow

Click + New Workflow, choose the trigger, add any conditions, then add the actions. Test it before you switch it on.

Start from a template

Rather than building from scratch, start from one of the ready-made workflows. See Start from a workflow template.