What are workflows?

Workflows require an active Pro, Marketing, or Agency subscription.

A workflow is an automated rule that runs in the background whenever a specific event occurs in Nimbata:

E.g. A call ending, a form being submitted, an SMS arriving, or a field being updated manually.

You define what triggers it, which calls it applies to, and what it should do. Workflows handle repetitive data tasks so you don't have to:

E.g. Sending a conversion to Google Ads, transcribing a call, alerting your team about a missed call, updating a CRM record, or tagging a lead.

The three parts of a workflow

Every workflow has up to three layers.

1. Trigger: The event that starts the workflow.

Options are: Inbound call (at call start, call end, or on property update), Outbound call (at call start, call end, or on property update), Form submitted (on submission or on property update), and SMS received.

2. Filters (optional): Conditions that narrow which events proceed.

Only events that pass all filters reach the action step.

E.g. All duration longer than 60 seconds, calling country is United States, or tag equals Conversion.

3. Actions: What Nimbata does when the trigger fires and all filters pass.

E.g. Transcribe the call, send a Google Ads conversion, post a Slack alert, update a custom field, or push a record to your CRM.

What workflows can do

AI and call intelligence

Transcribe calls, generate summaries, run sentiment analysis, spot keywords and phrases, auto-tag calls, auto-rate calls, and auto-assign lead values.

Conversions and ad platforms

Send conversions to Google Ads, Meta, Microsoft Ads, and more automatically or on manual approval.

Alerts and notifications

Send email or Slack notifications for missed calls, answered calls, form submissions, or SMS messages.

CRM and data sync

Create or update contacts in HubSpot, Salesforce, Pipedrive, Zoho, and Microsoft Dynamics; push data to Google Sheets; fire a webhook to any external system.

Call data management

Update custom fields, apply tags, and assign monetary values to calls.

Call flows vs. workflows

Call flows control what happens during a call: Routing, IVR, recording, greeting.

Workflows control what happens after: Attribution, reporting, alerts, and integrations.

The two work together but are configured separately.

Detailed Guide: How to set up your first workflow

Detailed Guide: Workflow rules and tasks: what's available and how they work

Detailed Guide: What are call flows?

Updated on: 14/04/2026

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