Create a Workflow

Workflows allow you to automate repetitive steps in your process so your projects feel smoother and more consistent for both you and your clients. With workflows, you can automatically create tasks, update statuses, send emails, create leads, trigger meeting invites, and more.

This guide covers the basics of building workflows in Tezzera and how to start using automation inside your client process.

Workflows are automations that run when something important happens. In the current version of Tezzera, workflows activate when a specific form is submitted.

For example:

When that form is submitted, Tezzera performs the actions you set in the workflow. This helps reduce manual tasks, save time, and keep your process consistent. At this stage, workflows are only triggered by form submissions, but more trigger types will be added very soon.

Go to Workflows in your sidebar navigation.
Click New Workflow.

Use a clear name that helps you remember what it does. Examples:

Select Form Submitted.
Choose which form will activate this workflow.

Examples:

Once selected, the workflow will run any time that form is submitted.

After selecting your trigger, add the actions you want to run. You can add multiple actions and reorder them as needed.

Create a Task

Automatically add a new task to a project.You can set:

Great for onboarding steps like: “Prepare proposal” or “Set up client folder”

Automatically update the status of a task.

Example: Update a task’s status after a form is submitted, such as marking onboarding tasks as “In Progress.”

Automatically generate a new lead in the Leads group when someone submits your inquiry form.

Send a message to the email address submitted in the form. Examples:

Emails use your brand styling so they always look clean and professional.

Automatically send a booking link for a meeting page. Great for steps like:

Open the workflow
Make your updates
Click Save

Open the workflow
Click the three dots menu
Select Delete
This permanently removes the workflow.

✨ Start small
Automate one small step before building larger workflows.

✨ Use clear workflow names
This makes it easier to maintain and edit them later.

✨ Automate tasks that always happen
For example, sending a thank-you email after an inquiry.

✨ Avoid over automation
Too many automations firing at once can create confusion.

✨ Test your workflow
Submit the form yourself to make sure everything works correctly.

✨ Keep actions in logical order
For example:

Workflows are expanding quickly, and many new trigger and action types are already in development. Here’s what will be added soon:

Check:

Emails only send to the email included in the form submission.
Double check your form has an Email field.

Make sure the project exists and the assignee has access.

Drag and drop to reorder your actions.