Workflow Builder

The Workflow Builder lets you create automated pipelines that run whenever a new lead matches your criteria. Chain triggers, conditions, and actions to build custom lead processing workflows.

Triggers

  • new_lead: Fires when a new lead is detected
  • new_competitor_mention: Fires when a competitor is mentioned
  • scheduled: Runs at a set interval (hourly, daily, weekly)
  • manual: Triggered manually from the dashboard

Conditions

  • Minimum AI score: Only process leads above a threshold (e.g., score >= 7)
  • Intent types: Filter by ACTIVE, COMPETITOR, PAIN, QUESTION, or MENTION
  • Channels: Filter by platform (Twitter, Reddit, LinkedIn, etc.)
  • Keywords: Filter by specific keywords
  • ICP names: Filter by matched ICP profile

Actions

  • Notify: Send to Slack, Discord, or a webhook
  • Export: Push to a CRM (HubSpot, Salesforce, Pipedrive) or outreach tool (Lemlist, Instantly, Apollo, LGM)
  • Enrich: Enrich lead data with Apollo or Clay before exporting
Multi-step pipelines let you chain actions with conditions between steps. For example: Trigger on new_lead with score >= 7, then enrich with Apollo, then if email is found push to Lemlist campaign.

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