Not Triggering

Introduction

If your workflow doesn't run when you expect it to, or doesn't show up in the list of workflows you can run manually, check these causes.

The Workflow Is Paused or in Draft

Confirm the workflow status is Active in the Workflows list. Paused and draft workflows never fire automatically.

Trigger Conditions Don't Match

• New Meeting triggers: check whether the workflow is scoped to External, Internal, or All meetings, and whether your test meeting matches.

• Deal Updated (or similar CRM) triggers: confirm the exact property or stage change the trigger is watching for.

• Signal or tag triggers: confirm the tag is applied before the workflow fires, not at the same time.

Workflows Don't Run on Past Meetings

A workflow only applies to meetings that happen after it was created or last modified. If you created the workflow on March 20 and want it to run on a March 19 meeting, it won't — even if you change the config later.

To run it on a past meeting:

• Open the workflow builder, click Test Workflow, and select the past meeting as the input, or

• Contact support to manually trigger the workflow against specific past meetings.

Meeting Ownership Gates Some Workflows

Some workflows only run for meetings you host or own. If someone else created the calendar event, those workflows won't appear for you — even if meeting ownership was transferred to you later.

Workaround: create a manual-trigger version of the workflow that you can run on any meeting regardless of ownership.

The Manual Workflow Already Ran on This Context

Manual workflows can only run once per context (Company, Contact, Meeting). Once a workflow has produced a conversation on a page, it disappears from the Do Something list to prevent duplicates.

To re-run a manual workflow:

• Hover over the conversation the workflow created, click the three-dot menu, and select Delete. The workflow reappears in the available list.

• Or open the workflow builder and click Test Workflow to run it again without deleting the existing conversation.

The Workflow Was Converted From Manual to Automatic

If you recently changed a manual workflow to automatic, it no longer shows in the manual-trigger list. Automatic workflows only appear as conversations after their trigger fires. Use Test Workflow to run it retroactively.

Workflow Name vs. Conversation Name

A workflow named "SPICED Scorecard" might create a conversation named "MEDDICC Scorecard" if the Create Conversation node sets a different name. If you're looking for a completed workflow, search for the conversation name, not the workflow name.

Still Stuck?

If you've checked all of the above and the workflow still won't trigger, contact support with the workflow name and a link. See Workflows for the full troubleshooting guide.