{"id":444509,"date":"2026-04-11T00:10:35","date_gmt":"2026-04-10T22:10:35","guid":{"rendered":"https:\/\/www.kafinea.com\/documentation\/uncategorized\/workflows\/"},"modified":"2026-04-11T00:10:35","modified_gmt":"2026-04-10T22:10:35","password":"","slug":"workflows","status":"publish","type":"docs","link":"https:\/\/www.kafinea.com\/en\/help\/automation\/workflows\/","title":{"rendered":"Workflows"},"content":{"rendered":"<p><strong>Workflows<\/strong> (or <em>workflows<\/em>) are Kafinea\u2019s automation engine. They automatically trigger actions when an event occurs on a record: sending emails, updating fields, creating records, calling an external service, etc. When properly configured, they eliminate repetitive tasks, reduce human error, and ensure your business rules are applied consistently.  <\/p>\n<hr>\n<h2>1. Access workflows<\/h2>\n<p>Workflows are managed from <em><strong>Settings &gt; Automation and communication &gt; Workflows<\/strong><\/em>. The list shows all existing workflows with their target module, status (active\/inactive), and description. <\/p>\n<p>From this list, you can:<\/p>\n<ul>\n<li><strong>Create<\/strong> a new workflow<\/li>\n<li><strong>Edit<\/strong> an existing workflow<\/li>\n<li><strong>Enable or disable<\/strong> a workflow<\/li>\n<li><strong>Delete<\/strong> a workflow<\/li>\n<\/ul>\n<hr>\n<h2>2. Create a workflow<\/h2>\n<p>Creating a workflow takes place in three steps: basic information, the trigger, then conditions and actions.<\/p>\n<h3>Step 1 \u2014 Basic information<\/h3>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Field<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Name<\/strong><\/td>\n<td>A clear name to identify the workflow (e.g., &#8220;Unpaid invoice reminder&#8221;)<\/td>\n<\/tr>\n<tr>\n<td><strong>Description<\/strong><\/td>\n<td>An optional description of the expected behavior<\/td>\n<\/tr>\n<tr>\n<td><strong>Target module<\/strong><\/td>\n<td>The module the workflow applies to (Invoices, Contacts, Tickets\u2026)<\/td>\n<\/tr>\n<tr>\n<td><strong>Status<\/strong><\/td>\n<td>Active or inactive \u2014 an inactive workflow never triggers<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<blockquote class=\"bq-astuce\">\n<p><strong>Tip:<\/strong> Adopt a clear naming convention for your workflows. For example: &#8220;[Module] \u2014 Action&#8221; (e.g., &#8220;Invoice \u2014 Automatic send after finalization&#8221;). This makes maintenance easier as the number of workflows grows.  <\/p>\n<\/blockquote>\n<h3>Step 2 \u2014 Trigger<\/h3>\n<p>The trigger determines <strong>when<\/strong> the workflow runs. Three types of triggers are available: <\/p>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Trigger<\/th>\n<th>Behavior<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>On creation<\/strong><\/td>\n<td>The workflow runs only when a new record is created<\/td>\n<\/tr>\n<tr>\n<td><strong>On update<\/strong><\/td>\n<td>The workflow runs on every update to the record (including on creation)<\/td>\n<\/tr>\n<tr>\n<td><strong>By time interval<\/strong><\/td>\n<td>The workflow runs on a schedule (see the &#8220;Scheduling&#8221; section)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p><strong>Recurrence (for the &#8220;On update&#8221; trigger):<\/strong><\/p>\n<p>When you choose the &#8220;On update&#8221; trigger, you can specify the recurrence:<\/p>\n<ul>\n<li><strong>The first time the condition is met<\/strong>: the workflow runs only once per record, the first time the conditions are satisfied<\/li>\n<li><strong>Every time the condition is met<\/strong>: the workflow runs on every save as long as the conditions are satisfied<\/li>\n<\/ul>\n<blockquote class=\"bq-exemple\">\n<p><strong>Example:<\/strong> A &#8220;Send a welcome email&#8221; workflow on the Contacts module with the recurrence &#8220;The first time the condition is met&#8221; ensures that only one welcome email is sent per contact, even if the record is updated several times afterward.<\/p>\n<\/blockquote>\n<h3>Scheduling (time-interval trigger)<\/h3>\n<p>When the trigger is &#8220;By time interval&#8221;, you configure the run frequency:<\/p>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Frequency<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Hourly<\/strong><\/td>\n<td>Runs every hour<\/td>\n<\/tr>\n<tr>\n<td><strong>Daily<\/strong><\/td>\n<td>Runs once per day at a specific time<\/td>\n<\/tr>\n<tr>\n<td><strong>Weekly<\/strong><\/td>\n<td>Runs on certain days of the week at a specific time<\/td>\n<\/tr>\n<tr>\n<td><strong>Monthly by date<\/strong><\/td>\n<td>Runs on certain days of the month (e.g., the 1st and the 15th)<\/td>\n<\/tr>\n<tr>\n<td><strong>Specific date<\/strong><\/td>\n<td>One-time run on a specific date<\/td>\n<\/tr>\n<tr>\n<td><strong>Yearly<\/strong><\/td>\n<td>Runs on specific dates each year<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>For all frequencies except &#8220;Hourly&#8221;, you define the execution time.<\/p>\n<blockquote class=\"bq-note\">\n<p><strong>Note:<\/strong> Scheduled workflows are executed by the Kafinea scheduler. They apply to <strong>all records<\/strong> in the target module that match the defined conditions, not to a single record. This is what makes them particularly powerful for bulk processing (reminders, periodic updates, notifications\u2026).  <\/p>\n<\/blockquote>\n<blockquote class=\"bq-important\">\n<p><strong>Important:<\/strong> The number of scheduled workflows is limited. If the limit is reached, the &#8220;By time interval&#8221; option is disabled. Contact your administrator if you need to increase this limit.  <\/p>\n<\/blockquote>\n<h3>Step 3 \u2014 Conditions and actions<\/h3>\n<p>After defining the trigger, you configure the filtering <strong>conditions<\/strong> and the <strong>actions<\/strong> to run.<\/p>\n<hr>\n<h2>3. Conditions<\/h2>\n<p>Conditions determine <strong>which records<\/strong> are affected by the workflow. They work like an advanced filter. <\/p>\n<h3>Build a condition<\/h3>\n<p>Each condition consists of:<\/p>\n<ol>\n<li><strong>A field<\/strong> from the target module (or a related module)<\/li>\n<li><strong>A comparison operator<\/strong><\/li>\n<li><strong>A reference value<\/strong><\/li>\n<\/ol>\n<p><strong>Available operators:<\/strong><\/p>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Operator<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>is equal to<\/strong><\/td>\n<td>Exact value<\/td>\n<\/tr>\n<tr>\n<td><strong>is not equal to<\/strong><\/td>\n<td>Different from the value<\/td>\n<\/tr>\n<tr>\n<td><strong>starts with<\/strong><\/td>\n<td>The field starts with the value<\/td>\n<\/tr>\n<tr>\n<td><strong>ends with<\/strong><\/td>\n<td>The field ends with the value<\/td>\n<\/tr>\n<tr>\n<td><strong>contains<\/strong><\/td>\n<td>The field contains the value<\/td>\n<\/tr>\n<tr>\n<td><strong>does not contain<\/strong><\/td>\n<td>The field does not contain the value<\/td>\n<\/tr>\n<tr>\n<td><strong>is less than<\/strong><\/td>\n<td>Numeric value or earlier date<\/td>\n<\/tr>\n<tr>\n<td><strong>is greater than<\/strong><\/td>\n<td>Numeric value or later date<\/td>\n<\/tr>\n<tr>\n<td><strong>is less than or equal to<\/strong><\/td>\n<td>Numeric value or date less than or equal to<\/td>\n<\/tr>\n<tr>\n<td><strong>is greater than or equal to<\/strong><\/td>\n<td>Numeric value or date greater than or equal to<\/td>\n<\/tr>\n<tr>\n<td><strong>is empty<\/strong><\/td>\n<td>The field has no value<\/td>\n<\/tr>\n<tr>\n<td><strong>is not empty<\/strong><\/td>\n<td>The field has a value<\/td>\n<\/tr>\n<tr>\n<td><strong>has changed<\/strong><\/td>\n<td>The field was modified (useful with the &#8220;On update&#8221; trigger)<\/td>\n<\/tr>\n<tr>\n<td><strong>has changed to<\/strong><\/td>\n<td>The field was modified and its new value matches<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<h3>Condition groups<\/h3>\n<p>Conditions can be combined with the logical operators <strong>AND<\/strong> and <strong>OR<\/strong>:<\/p>\n<ul>\n<li><strong>All conditions<\/strong> (AND): all conditions in the group must be true<\/li>\n<li><strong>At least one condition<\/strong> (OR): at least one condition in the group must be true<\/li>\n<\/ul>\n<p>You can create multiple condition groups to build complex rules.<\/p>\n<blockquote class=\"bq-exemple\">\n<p><strong>Example:<\/strong> For an unpaid invoice reminder workflow, you could define:<\/p>\n<ul>\n<li>Group 1 (AND): Status <em>is equal to<\/em> &#8220;Sent&#8221; <strong>AND<\/strong> Due date <em>is less than<\/em> &#8220;today&#8221;<\/li>\n<\/ul>\n<p>This workflow will target all sent invoices whose due date has passed.<\/p>\n<\/blockquote>\n<h3>Expressions in conditions<\/h3>\n<p>In addition to fixed values, you can use dynamic <strong>expressions<\/strong> in conditions:<\/p>\n<ul>\n<li><strong>Today<\/strong>: today\u2019s date<\/li>\n<li><strong>Tomorrow<\/strong>: tomorrow\u2019s date<\/li>\n<li><strong>Yesterday<\/strong>: yesterday\u2019s date<\/li>\n<li><strong>Value of another field<\/strong>: compare a field with the value of another field in the same record<\/li>\n<\/ul>\n<hr>\n<h2>4. Actions (tasks)<\/h2>\n<p>Actions define <strong>what<\/strong> the workflow does when the conditions are met. You can add multiple actions to the same workflow, which will run in order. <\/p>\n<h3>Send an email<\/h3>\n<p>Sends an email to one or more recipients.<\/p>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Parameter<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Recipient<\/strong><\/td>\n<td>Email address from a record field, a user, a group, or a fixed address<\/td>\n<\/tr>\n<tr>\n<td><strong>Subject<\/strong><\/td>\n<td>The email subject (can contain record variables)<\/td>\n<\/tr>\n<tr>\n<td><strong>Body<\/strong><\/td>\n<td>The email content in rich text format (can contain record variables)<\/td>\n<\/tr>\n<tr>\n<td><strong>Attachments<\/strong><\/td>\n<td>Documents linked to the record<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<blockquote class=\"bq-note\">\n<p><strong>Note:<\/strong> Emails are not sent instantly. They are placed in a queue and sent by the <a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/automatisation\/le-planificateur\/\">scheduler<\/a>. A short delay between the workflow trigger and receiving the email is therefore normal.  <\/p>\n<\/blockquote>\n<blockquote class=\"bq-astuce\">\n<p><strong>Tip:<\/strong> Use variables (e.g., <code>$contacts-lastname$<\/code>, <code>$invoice-invoice_no$<\/code>) to personalize the email content with record data. The list of available variables is displayed in the editor. <\/p>\n<\/blockquote>\n<h3>Update fields<\/h3>\n<p>Automatically changes the value of one or more fields in the record.<\/p>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Parameter<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Field<\/strong><\/td>\n<td>The field to modify<\/td>\n<\/tr>\n<tr>\n<td><strong>Value<\/strong><\/td>\n<td>The new value (fixed, expression, or value from another field)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<blockquote class=\"bq-exemple\">\n<p><strong>Example:<\/strong> When a ticket moves to the &#8220;Resolved&#8221; status, automatically set the &#8220;Resolution date&#8221; field to today\u2019s date.<\/p>\n<\/blockquote>\n<h3>Create a task (todo)<\/h3>\n<p>Automatically creates a task in the calendar.<\/p>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Parameter<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Title<\/strong><\/td>\n<td>The task title<\/td>\n<\/tr>\n<tr>\n<td><strong>Status<\/strong><\/td>\n<td>The initial task status<\/td>\n<\/tr>\n<tr>\n<td><strong>Priority<\/strong><\/td>\n<td>The task priority<\/td>\n<\/tr>\n<tr>\n<td><strong>Due date<\/strong><\/td>\n<td>The deadline (can be calculated, e.g., &#8220;3 days after today&#8221;)<\/td>\n<\/tr>\n<tr>\n<td><strong>Assigned to<\/strong><\/td>\n<td>The responsible user or group<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<h3>Create an event<\/h3>\n<p>Automatically creates an event in the calendar (meeting, call\u2026).<\/p>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Parameter<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Title<\/strong><\/td>\n<td>The event title<\/td>\n<\/tr>\n<tr>\n<td><strong>Type<\/strong><\/td>\n<td>Call, meeting, etc.<\/td>\n<\/tr>\n<tr>\n<td><strong>Date and time<\/strong><\/td>\n<td>The start and end of the event<\/td>\n<\/tr>\n<tr>\n<td><strong>Assigned to<\/strong><\/td>\n<td>The responsible user or group<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<h3>Create a record<\/h3>\n<p>Automatically creates a new record in another module.<\/p>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Parameter<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Target module<\/strong><\/td>\n<td>The module in which to create the record<\/td>\n<\/tr>\n<tr>\n<td><strong>Field mapping<\/strong><\/td>\n<td>The mapping between the source record fields and the new record fields<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<blockquote class=\"bq-exemple\">\n<p><strong>Example:<\/strong> When an accepted quote is created, automatically create a customer order with the same product lines.<\/p>\n<\/blockquote>\n<h3>Call a custom function<\/h3>\n<p>Runs a specific business function developed for your Kafinea instance. These functions make it possible to automate complex processes that cannot be achieved with standard actions. <\/p>\n<blockquote class=\"bq-note\">\n<p><strong>Note:<\/strong> Available custom functions depend on your configuration. Contact your integrator to learn which functions are available and to create new ones. <\/p>\n<\/blockquote>\n<h3>Webhook<\/h3>\n<p>Sends an HTTP request to an external service when the workflow triggers. It is the ideal tool for connecting Kafinea to other applications. <\/p>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Parameter<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>URL<\/strong><\/td>\n<td>The address of the external service to call<\/td>\n<\/tr>\n<tr>\n<td><strong>HTTP method<\/strong><\/td>\n<td>POST, GET, PUT, PATCH, or DELETE<\/td>\n<\/tr>\n<tr>\n<td><strong>Format<\/strong><\/td>\n<td>The format of the data sent (JSON)<\/td>\n<\/tr>\n<tr>\n<td><strong>Authentication<\/strong><\/td>\n<td>None, Basic Auth, Bearer Token, or custom header<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>The record data is automatically included in the request in JSON format, with the record type and all its fields.<\/p>\n<blockquote class=\"bq-exemple\">\n<p><strong>Example:<\/strong> When an invoice is finalized, send a webhook to your accounting software to automatically synchronize entries.<\/p>\n<\/blockquote>\n<blockquote class=\"bq-astuce\">\n<p><strong>Tip:<\/strong> Webhooks allow you to integrate Kafinea with automation platforms such as Zapier, Make (formerly Integromat), or n8n, opening up virtually unlimited integration possibilities.<\/p>\n<\/blockquote>\n<h3>AI Prompt<\/h3>\n<p>Sends the record data to an artificial intelligence service with a custom prompt, then automatically updates fields with the generated response.<\/p>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Parameter<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Prompt<\/strong><\/td>\n<td>The instructions sent to the AI (what you are asking it to do)<\/td>\n<\/tr>\n<tr>\n<td><strong>Fields to update<\/strong><\/td>\n<td>The record fields that will receive the AI response<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>The AI automatically receives the full context of the record: its fields, linked parent records, attached documents, images, product lines, and organization information.<\/p>\n<blockquote class=\"bq-exemple\">\n<p><strong>Example:<\/strong> When a support ticket is created, use AI to analyze the problem description and automatically fill in the &#8220;Category&#8221; field and the &#8220;Suggested priority&#8221; field.<\/p>\n<\/blockquote>\n<blockquote class=\"bq-exemple\">\n<p><strong>Example:<\/strong> When a scanned supplier invoice is received, use AI to automatically extract the amount, date, and invoice number from the attached document.<\/p>\n<\/blockquote>\n<h3>Send an SMS<\/h3>\n<p>Sends an SMS to a phone number from the record.<\/p>\n<blockquote class=\"bq-note\">\n<p><strong>Note:<\/strong> This action requires prior configuration of an SMS provider in Kafinea settings.<\/p>\n<\/blockquote>\n<hr>\n<h2>5. Common use cases<\/h2>\n<h3>Sales automation<\/h3>\n<ul>\n<li><strong>Unpaid invoice reminders<\/strong>: daily scheduled workflow that sends a reminder email for invoices whose due date has passed<\/li>\n<li><strong>New quote notification<\/strong>: when a quote is created, send an email to the sales manager<\/li>\n<li><strong>Opportunity follow-up<\/strong>: create a reminder task when an opportunity has not been updated for 7 days<\/li>\n<\/ul>\n<h3>Project management<\/h3>\n<ul>\n<li><strong>Assignment notification<\/strong>: send an email to someone when they are assigned to a project task<\/li>\n<li><strong>Status update<\/strong>: automatically update a project\u2019s status when all its tasks are completed<\/li>\n<\/ul>\n<h3>Customer Support<\/h3>\n<ul>\n<li><strong>Acknowledgement of receipt<\/strong>: send a confirmation email to the customer when a ticket is created<\/li>\n<li><strong>Automatic escalation<\/strong>: if a ticket is not handled within 48 hours, send a notification to the team lead<\/li>\n<li><strong>Resolution notification<\/strong>: send an email to the customer when the ticket moves to the &#8220;Resolved&#8221; status<\/li>\n<\/ul>\n<h3>Human resources<\/h3>\n<ul>\n<li><strong>Welcome email<\/strong>: send a welcome email when a new person record is created<\/li>\n<li><strong>End-of-contract reminder<\/strong>: scheduled workflow that notifies HR 30 days before the end of an employment contract<\/li>\n<\/ul>\n<h3>External integrations<\/h3>\n<ul>\n<li><strong>Accounting synchronization<\/strong>: send a webhook to the accounting software each time an invoice is finalized<\/li>\n<li><strong>Slack\/Teams notification<\/strong>: send a webhook to a messaging channel when important events occur<\/li>\n<li><strong>AI enrichment<\/strong>: automatically analyze incoming documents and fill in relevant fields<\/li>\n<\/ul>\n<hr>\n<h2>6. Best practices<\/h2>\n<ul>\n<li><strong>One workflow = one responsibility<\/strong>: avoid overloading a workflow with too many actions. Prefer several simple workflows over one complex workflow <\/li>\n<li><strong>Name clearly<\/strong>: a good workflow name describes its trigger and its action (e.g., &#8220;Invoice \u2014 Reminder D+30&#8221;)<\/li>\n<li><strong>Test before enabling<\/strong>: create the workflow with an inactive status, verify the conditions on a few records, then enable it<\/li>\n<li><strong>Use the &#8220;one-time&#8221; recurrence<\/strong> for one-off notifications (welcome, confirmation) to avoid multiple sends<\/li>\n<li><strong>Document your workflows<\/strong>: use the description field to explain the business context and the rules applied<\/li>\n<li><strong>Monitor scheduled workflows<\/strong>: regularly check in the <a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/automatisation\/le-planificateur\/\">scheduler<\/a> that executions are running correctly<\/li>\n<\/ul>\n<hr>\n<h2>7. Frequently asked questions<\/h2>\n<p><strong>Can I have multiple actions in the same workflow?<\/strong><br \/>\nYes, you can add as many actions as needed. They run in the order in which they appear. <\/p>\n<p><strong>My workflow email is not sent immediately. Is that normal?<\/strong><br \/>\nYes, emails are placed in a queue and sent by the <a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/automatisation\/le-planificateur\/\">scheduler<\/a>. The delay depends on the scheduler\u2019s run frequency (usually a few minutes). <\/p>\n<p><strong>How do I know whether a workflow ran correctly?<\/strong><br \/>\nCheck the <a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/parametrage\/le-journal-devenements\/\">event log<\/a> to review executions and identify any errors.<\/p>\n<p><strong>Can I use a workflow to modify a related record (parent or child)?<\/strong><br \/>\nYes. The &#8220;Update fields&#8221; action allows you to directly modify fields on a linked parent record via a reference field. In the configuration interface, fields from related modules appear in the form &#8220;(Reference field: (Module) Target field)&#8221;. For example, you can update an account\u2019s phone number from a workflow on contacts. However, to modify child records (which reference the current record), use the &#8220;Call a custom function&#8221; action or create a separate workflow on the child module.   <\/p>\n<p><strong>What is the difference between a scheduled workflow and the scheduler?<\/strong><br \/>\nThe <a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/automatisation\/le-planificateur\/\">scheduler<\/a> is the technical engine that runs background tasks (including scheduled workflows). A scheduled workflow is a business rule that you configure and that will be executed by the scheduler according to the defined frequency. <\/p>\n<p><strong>Can I duplicate an existing workflow?<\/strong><br \/>\nThere is no direct duplication feature. You must create a new workflow and reconfigure the settings manually. <\/p>\n<p><strong>Do workflows run during a CSV import?<\/strong><br \/>\nNo, workflows do not trigger during a CSV import. The import uses a batch process optimized for performance that does not go through the workflow triggering mechanism. If you need to apply automatic processing after an import, you can use a scheduled workflow that periodically checks records that were recently created or modified.  <\/p>\n<hr>\n<h2>Related references \ud83d\udd17<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.kafinea.com\/en\/documentation\/automation\/forms\/\">Forms<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/automatisation\/le-planificateur\/\">The scheduler<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/modeles\/les-modeles-d-emails\/\">Email templates<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/parametrage\/le-journal-devenements\/\">The event log<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/en\/documentation\/kafinea-interface\/data-import-export\/\">Data Import\/Export<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/en\/documentation\/api\/rest-api-introduction\/\">The Kafinea API<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Workflows (or workflows) are Kafinea\u2019s automation engine. They automatically trigger actions when an event occurs on a record: sending emails, updating fields, creating records, calling an external service, etc. When properly configured, they eliminate repetitive tasks, reduce human error, and ensure your business rules are applied consistently. 1. Access workflows Workflows are managed from Settings&#8230;<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"doc_category":[790],"doc_tag":[],"class_list":["post-444509","docs","type-docs","status-publish","hentry","doc_category-automation"],"year_month":"2026-08","word_count":2101,"total_views":"1","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"David Valminos","author_nicename":"david","author_url":"https:\/\/www.kafinea.com\/en\/author\/david\/"},"doc_category_info":[{"term_name":"Automation","term_url":"https:\/\/www.kafinea.com\/en\/help\/automation\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Help - Workflows &#8226; Kafinea<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.kafinea.com\/en\/help\/automation\/workflows\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Help - Workflows &#8226; Kafinea\" \/>\n<meta property=\"og:description\" content=\"Workflows (or workflows) are Kafinea\u2019s automation engine. 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