Visual Flow Builder
The Visual Flow Builder is a drag-and-drop canvas for creating and editing automations. Every node on the canvas maps directly to the automation engine โ the same triggers, conditions, actions, and delays you already know, now arranged visually.
Opening the Visual Builderโ
- Go to Automations in the sidebar.
- Click New Automation (or open an existing one).
- Toggle to Visual mode using the view switcher at the top of the editor.
You can switch between Visual and List modes at any time. Both modes edit the same automation โ switching views never loses your work.
Canvas Basicsโ
| Action | How To |
|---|---|
| Add a node | Click the + button below any existing node |
| Move a node | Drag it to a new position on the canvas |
| Edit a node | Click on it to open its settings panel |
| Delete a node | Select it and press Delete, or use the node menu (โขโขโข) |
| Pan the canvas | Click and drag on the background |
| Zoom | Scroll wheel, or use the zoom controls in the bottom-right |
| Fit to screen | Click the fit icon in the bottom-right |
Node Typesโ
Triggerโ
The starting point of every automation. A flow has exactly one trigger.
Examples:
- Lead created
- Form submitted
- Tag added
- Pipeline stage changed
- Meeting booked
See Triggers for the full list.
Conditionโ
A gate that splits the flow into two paths: matches (flow continues) and does not match (flow stops for this lead).
The condition gate is drawn honestly: one path out labeled Match and one labeled No Match. This matches the engine's real behavior โ there is no "else branch" that continues separately. If a condition is not met, the automation stops for that lead.
See Conditions for the full list.
Actionโ
An operation performed on the lead:
- Send email
- Add tag
- Move pipeline stage
- Assign to user
- Create task
- Enroll in AI SDR
- Webhook
- And more โ see Actions
Delayโ
A wait step before the next node. Set in minutes, hours, or days.
Email Sequenceโ
A multi-step email series managed as a single node. Click into it to edit the sequence steps. See Email Sequences.
How Conditions Workโ
A condition node is a gate, not a branch:
- Matches โ the lead passes through and the flow continues to the next node.
- Does not match โ the automation stops for this lead. No further actions are taken.
This is the same behavior as the list-mode editor. The visual builder just makes it explicit with a clearly labeled split.
If you need to handle both paths, build two separate automations with opposite conditions on the same trigger.
Saving and Activatingโ
- Changes are saved automatically as you work (draft state).
- Click Activate to make the automation live.
- Active automations display a green indicator on the canvas.
Tipsโ
- Start simple. Build a trigger โ action flow first, then add conditions and delays.
- Test with a real lead. Use the Test Run button (top-right) to run the automation against a specific lead and see which path it takes.
- Read the node labels. Every node shows a summary of its configuration so you can read the flow at a glance without opening each node.