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A workflow says, in one sentence: when a lead matches these filters for the first time, add it to a list, send it, let me know. You create it on the Leads page, with the Workflows button — or from a destination, with Create workflow — and it runs on its own.

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When it runs

A workflow checks each lead when it is scored, and each time it comes back (a new reaction or comment). The first time the lead matches its filters, the workflow runs its actions — once per lead, for the workflow’s whole life: a lead who engages again doesn’t go back to your CRM.
  • A lead you discarded is never sent.
  • Changing a workflow’s filters applies to the leads that come next, not to the ones it already passed.
  • A lead can match two workflows: each one runs its actions.
The filters are described in Filters: score, each ICP criterion (Met / Not met), Engaged by (reactions, comments or both), At least a number of engagements, tracked profiles.

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The three actions

A workflow has one to three actions, at most one of each kind. They run together.

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lead.matched

  • workflow.reason says why the lead arrives: new (a new lead), came_back (it engaged again and now matches), rescored (its new score matches), past (it already matched when you first turned the workflow on).
  • It goes only to the destination chosen in the workflow — never to a destination listening to All events, and you can’t subscribe to it. A destination can listen to no event at all and only receive its workflows.
  • A complete example is on the lead events page.

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Turning it on

Turn on starts the workflow right away. The first time, a box — checked by default — also applies it to the leads of the last 30 days that already match: TIKT adds them to the list and sends them to your destination within minutes, with the reason past. They are never notified: no email or Slack message for old leads. A workspace has up to 20 workflows, drafts included. Each workflow’s Activity tab shows the last 30 days: every lead it passed, why, and what each action did.

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Slack

Send notifications › Slack › Connect Slack opens Slack’s own page: you pick the channel and click Allow. TIKT gets an address to post in that channel — nothing else: no access to your messages, your people or your other channels. A welcome message is posted right away. See the Slack guide.