Workflows and Automations in Sparkforge: Triggers, Actions, and Setup

Workflow automation runs repetitive tasks for you using sequences of actions tied to specific events. This page covers what workflows do in Sparkforge, the triggers and actions that power them, and the steps to build your first one.

What workflow automation is

Workflow automation uses defined triggers (events that start the workflow) and actions (tasks the workflow performs) to execute work without manual effort. Instead of logging a new lead and emailing them by hand, a workflow can:

• Add the lead to your CRM.
• Assign it to a sales rep.
• Send a personalized welcome email.

The same logic runs every time, so processes stay consistent.

Why operators use workflows

• Time saved: repetitive tasks run on their own.
• Fewer errors: automated steps don't forget or fat-finger.
• Lower cost: less manual labor on routine work.
• Faster response: customers hear back the moment they raise a hand.
• Scale: handle more volume without more headcount.

Common use cases

• Lead management: capture leads, update CRM records, send welcome emails.
• Appointment scheduling: confirm bookings and send reminders automatically.
• Customer support: assign tickets and notify the right person based on the request.
• Marketing campaigns: deliver follow-ups based on opens, clicks, or replies.

Triggers and actions

Triggers — the starting point

A trigger is the event that fires the workflow. It's the "if" half of the equation. Common triggers:

• A customer books an appointment.
• A form is submitted.
• A contact replies to a message.

Actions — what the workflow does

An action is the task the workflow runs after the trigger. It's the "then" half. Common actions:

• Send an email or SMS.
• Update contact details.
• Assign a lead to a team member.

Each individual trigger and action has its own settings. The dedicated articles for each one cover the specifics.

Build a workflow

1. Open Automation > Workflows.
2. Click + Create Workflow.
3. Pick a starting point: Recipe (pre-built workflow you can customize), Template (premade structure from the template library), or Start from scratch.
4. Choose a trigger — the event that should kick the workflow off.
5. Add actions — the tasks that should run after the trigger.
6. Click Save, then use Test Workflow to dry-run it before publishing.

Add a contact manually

To put a contact into a workflow on demand: open the contact, click Automation > Add Workflow, choose the workflow, set the start time, and click Add.