> ## Documentation Index > Fetch the complete documentation index at: https://docs.quantumheaps.com/llms.txt > Use this file to discover all available pages before exploring further. # Workflows **Understanding Integrations in the Quantum Heaps:** **Overview:-** Workflow is the automation engine behind Quantum Heaps — instead of a rep manually remembering to follow up, assign an owner, or nudge a stalled deal, you build the rule once and let it run on every Contact, Account, or Opportunity that matches. **What Workflow Is Used For** Use Workflow to: * Automatically update fields, stages, territories, or owners when something happens * Create a new opportunity the moment a contact takes a qualifying action * Enroll contacts into email sequences based on real-time behavior * Add tasks, notes, or approval steps without manual follow-up * Branch execution based on conditions, or fan out into multiple parallel paths ### **Viewing Your Workflows** The **Workflow list view** shows every workflow in the workspace — name, created by, created at, last run at, status, and tags. From each row's actions menu you can **edit**, **view**, **delete**, or **duplicate** a workflow.

Filter the list by: | **Filter** | **Behavior** | | :------------------------------- | :-------------------------------------------------- | | **Status** | Active, Draft, Inactive (multi-select) | | **Triggers On** | Contacts, Accounts, Opportunities (multi-select) | | **Associated Opportunity** | Filters to workflows tied to a specific opportunity | | **Created By / Updated By** | Filter by team member (multi-select) | | **Created / Updated Date Range** | Date picker | A search bar, sorting, and **Manage Columns** are also available.
**Creating a Workflow** 1. Click **Create Workflow** 2. Enter a workflow name and set a target object — **Contacts**, **Accounts**, or **Opportunities** 3. Click **Save** to open the workflow editor and start building Once created, use the global status dropdown on the workflow to set it **Active**, **Draft**, or **Inactive**.
**Setting Up Your Trigger** Every workflow starts with one trigger, scoped to its target object. When multiple events are added to a trigger, they're joined with **OR** logic — any one of them fires it. **Contact triggers** include: Contact Created, Meeting/Call Logged, Added to Sequence, Contact Updated (with field-level before/after conditions), and email events — Sent, Not Delivered, Replied, Opened, Unsubscribed — each optionally scoped to a specific sequence or sender. **Account triggers** cover the same pattern — Account Created, Meeting/Call Logged, Account Updated, and email events — with email triggers additionally filterable by **Contact Role** (only fires when the receiving contact holds that role on the account). **Opportunity triggers** add two unique events: **Margin** (fires when Gross or Net Margin % crosses a threshold you set) alongside the same Created/Updated/Meeting/Call/email trigger types, also filterable by Contact Role. #### **Choosing How Records Enter the Workflow** Beyond the trigger event itself, you control who actually gets enrolled: * **Trigger Events Based on Filters** — apply the same filters used in the Contacts/Accounts/Opportunities list view; only records matching them are enrolled when the trigger fires * **Select Individual Contacts/Accounts/Opportunities to Enroll** — manually pick specific records (filters can help narrow the picker) that bypass the trigger's other conditions entirely and get enrolled directly Image (64) ###
**Adding Actions** | **Action** | **What it does** | | :--------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Update Contact** | Updates a field, territory, stage, or owner on the triggered contact (or contacts filtered by Contact Role, for Account/Opportunity workflows) | | **Update Account** | Updates a field, territory, stage, or owner — targeting either the Primary Account only or all associated accounts | | **Update Opportunity** | Updates a field, territory, stage, or owner, optionally filtered by opportunity status (Lead, Open, Won, Lost) | | **Create Opportunity** | Creates a new opportunity with pipeline, stage, territory, owner, name, and any additional field values you set | | **Add to Sequence** | Enrolls the record into an email sequence, with control over what happens if it's already enrolled (Skip, Replace, or Enqueue) | | **Add Task** | Creates a task with status, priority, assignee, due date, details, and optional attachment | | **Add Note** | Pins a free-text note to the triggered record | | **Manual Decision** | Pauses the workflow and presents a decision card to a chosen user — remaining actions only run once they respond, optionally with an email notification | Owner-related fields across these actions support **Round Robin** assignment — distributing new records across a chosen pool of team members, with an option to override an existing owner if one's already assigned. ### **Adding Delays and Branches** Three optional rule types can be inserted into a workflow's action chain: * **Delay** — pause execution for a set duration (Minutes, Hours, or Days) either right after the trigger or between two actions. Multiple delays can stack across a single workflow. * **True/False Branch** — evaluate a set of field conditions (AND/OR joinable); the workflow follows the True path if they match, False if they don't. * **Multi-Split Branch** — fans out into two or more named paths that **all run simultaneously** for every execution reaching that step, unlike a True/False branch which only follows one path.


**Monitoring a Workflow** Open any workflow to see three tabs: * **Editor** — add, modify, or delete steps * **Enrollments** — every enrolled record with its progress and status, filterable by status, searchable, with Manage Columns * **Settings** — edit the workflow's name and other details