Workflows act on real records, so test them before you switch them on.
Preview it first
Use the workflow’s Preview against a sample record. Tormano shows what would happen at each step without doing any of it: no emails sent, no fields changed, no tasks created.
Run logs
Once a workflow is live, every run is recorded: which record started it, whether each action succeeded, was skipped, or failed, any error message, and how long it took. That is where you look when something has not happened.
Common failures
- Email action failed: usually a delivery problem, most often a recipient who has unsubscribed.
- Webhook timeout: the other system did not answer in time. Check that its address is reachable, or send fewer fields.
- Field update failed: the workflow’s owner does not have permission to edit that field.
Pausing a live workflow
If a workflow is doing the wrong thing, click Pause on the Workflows list. It stops until you resume it.
Rate limits
So a workflow cannot run away with itself, each one is capped at 100 runs an hour by default, and higher on larger plans. If a workflow hits the cap it stops for the rest of the hour and resumes on its own. Check the run history to see what set it off.