Let's build a simple, useful flow: when a new order enters the CRM, create a follow-up task and send a confirmation message.

  1. Open the flow editor

    Enter the Flows module and create a new flow. You will see a canvas with a trigger node.

  2. Pick the trigger

    Select "New order in the CRM". The flow will start when that happens.

  3. Add an action

    Connect an action node: "Create follow-up task" assigned to the order's seller.

  4. Add another action

    Connect "Send confirmation message" to the customer over WhatsApp.

  5. Test and activate

    Use the preview to test the flow and, when it works, activate it. From there it runs on its own.

After activating it, every run is recorded in the flow logs: which step ran, when and what it returned. Nothing is invisible.