Workflow Updates

We've added more flexibility to connections and Incoming Webhooks, along with improvements to errors, Custom Code, and Loops.

Match Connection Fields by Any Field

Connection fields in Workflow actions can now match records using fields other than Record ID.

A new Match By option lets you choose fields such as email, company name, or parts of composite fields, making it easier to create connections dynamically.

Custom Incoming Webhook Responses

Incoming Webhook Workflows can now return a custom response to the calling service, including dynamic values from the Workflow run.

More Incoming Webhook Controls

You can now paste sample JSON to map webhook fields without sending a test request, enable email alerts when a webhook Workflow fails, and choose whether webhook Workflows run immediately or through the queue.

Clearer Workflow Errors

Workflow failure emails now provide clearer information about what failed and why. They also include the same Run ID shown in Workflow History, making it easier to find the affected run.

Safer Custom Code Inputs

Custom Code now catches invalid input names before you save and provides a one-click option to rename them into a compatible format.

Cleaner Loops

The Looper has been visually refreshed to make nested steps easier to follow. You can also control when Equation fields are recalculated during a loop.