Getting Started w/ Workflows

38 guides covering getting started w/ workflows on the Sparkforge platform.

• AI-Powered Field Tooltips in Sparkforge Workflows Field-level AI tooltips add hover descriptions and an Explain Field button to selected fields in Sparkforge's Workflow Builder. Currently experimental, scoped t
• Airtable Actions & Triggers in Sparkforge Workflows Sparkforge's native Airtable integration brings record-level triggers and CRUD actions into workflows. New or updated rows can enroll automations; actions find,
• Asana Actions and Triggers in Workflows Sparkforge has native Asana actions and triggers in Workflows. Create, update, and find tasks from a workflow, or fire a workflow when Asana events happen &mdas
• Automations-Overview The Automations Overview dashboard consolidates workflow counts, enrollments, trigger insights, and error summaries into one screen so you can monitor every Spa
• Basecamp Actions & Triggers in Sparkforge Workflows Sparkforge has a native Basecamp integration with instant webhook triggers and actions for projects, to-dos, messages, and documents. Connect once per sub-accou
• ClickUp Actions & Triggers in Sparkforge Workflows ClickUp triggers and actions in Sparkforge workflows let you start automations from ClickUp events and push tasks, lists, comments, and AI-generated docs back i
• Comprehensive workflow stats The Stats button on the Sparkforge workflow list shows SMS and email performance metrics for each workflow. Expand any workflow row to view stats — historical d
• Custom Webhook Action – Secure Credential Management The Custom Webhook action in Sparkforge automations now masks secret keys for Basic auth, Bearer token, and API key auth. Keys are stored securely, scoped to a
• Delinked Nodes (Independent Branches): Advanced Builder Workflow Delinked Nodes are independent action clusters on the Advanced Builder canvas. They run only when a trigger Go-To routes a contact into the cluster's first acti
• Experiment: Waiving Premium Action/Trigger Charges for Selected Marketplace Apps Sparkforge is running an experiment that waives the standard $0.01 platform fee on premium workflow actions and triggers for select Marketplace apps. You only p
• Fathom - Actions & Triggers in workflows The Fathom integration brings meeting recordings, transcripts, and summaries into Sparkforge workflows. Trigger on a new recording, fetch the transcript or summ
• Google Forms Actions and Triggers in Workflows Connect Google Forms to Sparkforge Workflows so a new or updated response starts an automation, and use Find Form or Find Response actions to pull data into lat
• Highlighting & Resolving Errors in a Workflow The Workflow builder flags integration failures and missing required fields in a dedicated Errors panel, runs save-time validation on If/Else and Wait actions,
• How to Use Bulk Actions for Workflows in Sparkforge Bulk Actions on the Sparkforge Workflows list page apply Move, Publish/Draft, Delete, or Manage Permissions to many workflows or folders at once. Use it to keep
• How to enable and rebill Premium Features for Workflows Premium Features unlock advanced workflow steps in Sparkforge — inbound webhooks, Google Sheets, Slack, custom outbound webhooks, and AI actions. Enable them at
• If/Else Workflow Action - Appointment Filter Options The Appointment filter inside an If/Else workflow action lets you branch on whether an appointment was rescheduled and on its start or end date. It only appears
• Improved Workflow Execution Logs & Enrollment History Execution Logs show exactly which actions ran for each contact, while Enrollment History tracks the contact's path through the workflow. Both now support pagina
• Introduction to Workflows and Automations in Sparkforge Sparkforge workflows automate repetitive work using triggers (events that start the workflow) and actions (tasks the workflow runs). Build them under Automation
• Manus Actions & Triggers in Sparkforge Workflows Manus actions and triggers run task-based AI directly inside Sparkforge Workflows. Create tasks, store the returned Task ID, then continue, fetch, update, or de
• New Discover button - Workflows The Discover button in the workflow builder lets you browse and install marketplace apps without leaving the canvas. Categories, search, and update tags are all
• New Volume Based Workflows Pro Plan Tiers in Sparkforge Sparkforge replaced the single Workflow Pro Plan with four volume-based tiers — Free, Starter ($10/mo), Growth ($25/mo), and Scale ($50/mo). Each bundles premiu
• Notion Integration with Sparkforge The native Notion integration lets Sparkforge workflows create, update, and read Notion pages, databases, and comments through OAuth — no Zapier required. Trigg
• Set Default Workflow Builder & Permissions Default Workflow Builder Settings let agency admins pick which builder (Standard or Advanced) opens for new workflows and which roles can switch a workflow's vi
• Sparkforge + Monday.com: Actions & Triggers Connect Monday.com to Sparkforge Workflows for native actions that create, update, archive, and find board items. Triggers are coming soon for event-driven auto
• Typeform Actions & Triggers in Sparkforge Workflows Sparkforge's native Typeform integration runs workflows the moment a form is submitted and lets you create, duplicate, or search forms from inside an automation
• Typeform – Actions & Triggers in Workflows The Typeform integration fires Sparkforge workflows the moment a new entry is submitted and lets workflows create, duplicate, or search Typeform forms. Both fre
• Use Learn More Using AI in Sparkforge Workflow Builder Click the blue Learn More button on any trigger or action panel in the Workflow Builder to open the Workflow AI Assistant with inline setup help and examples.
• Vapi - Actions and Triggers in Workflows VAPI in Sparkforge Workflows triggers AI voice calls, chats, and file uploads from CRM events, and starts workflows when VAPI events fire. Default concurrency i
• Workflow - Oauth2 in Custom Webhook Custom Webhook actions support OAuth2 authorization for connecting to Google, Facebook, LinkedIn, and similar APIs. Tokens are managed centrally under Global Wo
• Workflow AI Builder: Generate and Edit Workflows with AI Sparkforge's Workflow AI Builder turns a plain-language prompt into a complete workflow with triggers and actions in under 30 seconds. You can refine it with co
• Workflow Action - If/Else Upgrad The If/Else workflow action now ships pre-built Scenario Recipes, cleaner branch summaries, 15-minute Time of Day conditions, and drag-and-drop branch reorderin
• Workflow Notes, Action Notes & Sticky Notes Sparkforge gives workflows three types of notes: Workflow Notes for the whole flow, Action Notes on individual steps, and Sticky Notes pinned to the builder can
• Workflow Switcher in Sparkforge (Complete Guide) The Workflow Switcher lets you jump between workflows without leaving the builder. Search, open, create, duplicate, or delete workflows from one panel — same ta
• Workflow Trigger and Action: Google Contact Sparkforge workflows include native Google Contacts triggers and actions for two-way contact sync. Triggers poll Google every five minutes; actions create, upda
• Workflows - Advanced Filters & Smart List Advanced Filters narrow your Sparkforge workflow list on the fly. Smart Lists save those filter sets so you can reopen the view in one click without rebuilding
• Workflows Landing Page: New Onboarding Experience The Workflows landing page now includes an AI Builder that turns plain-English prompts into workflows, niche-specific templates, drag-and-drop step placement, a
• Workflows Nested Folders Sparkforge workflows can live inside nested folders so you can group automations by campaign, client, or function instead of staring at one flat list.
• Workflows pro plan - Black friday & Cyber monday promotion A one-time $15 payment buys 10,000 premium workflow executions per month for 3 months. The promo runs Nov 25 (12:00 AM PST) to Dec 8 (11:59 PM PST) and is non-r