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Automation

Test flows with real data, click-in data chips, and folders

Building automations is now a test-and-map loop, for every trigger - not just webhooks.

Building automations is now a test-and-map loop, for every trigger - not just webhooks. Hit "Listen for test data" on any trigger and do the real thing (submit the form, create the record, open the campaign email) and the actual submission appears in the builder within seconds, even on a draft; or press "Load recent data" to pull the latest matching record so you're never waiting. The captured sample flows through the whole flow: run a test and each step shows its real output, which then becomes click-in data chips for the steps below it - so you insert {{First name}} from a dropdown instead of typing mustache by hand, and a configured field reads "Hi [First name] from [Company]". Branch and filter conditions get the same chip picker. New flows now start by asking you to choose a trigger rather than guessing one, and can't be turned on until you have. Marketing steps got smarter too: adding to a list from a flow triggered on a different object now matches by email instead of adding the wrong record, with a picker to use the enrolled record, a linked record, or a typed address; the "send marketing email" step shows the template's real subject and won't offer a phantom email field when there's no record; and a "create record" step warns when the form that triggered the flow already creates that record. Finally, organise everything into folders - with per-folder visibility so you can keep some flows to admins or specific teammates - right from the automations list.

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