Workflows

Fuse workflows let you automate repetitive tasks in your partnership operations. From partner onboarding to deal notifications, workflows keep your team focused on what matters.

Workflow Actions

Workflows support a variety of actions:

• Send email — Notify partners or team members automatically
• Update record — Change fields on partner or deal records
• Create record — Generate new records based on triggers
• Form — Collect information from team members during workflow runs
• Webhook — Send data to external systems

Getting Started with Workflows

1. Navigate to Settings > Workflows
2. Click New Workflow
3. Choose a trigger (manual, record created, field updated, etc.)
4. Add actions to build your automation
5. Activate the workflow

Learn More

Check the developer documentation for API-driven workflow automation.