Build your first workflow

Confirm you can build workflows

Have a certificate and a tier program

Pick a real partner to rehearse against

Start from scratch

Go to Workflows and select New workflow. On an empty account, choose Start from scratch on the first-run screen. Introw creates a draft named Untitled workflow and opens the canvas, which is a single trigger node with a + under it.Leave the name for now. You can rename it in the page title at any time, and Generate with AI will name it from the finished canvas later.

Pick Certificate issued

Select the trigger node. The panel lists the triggers in three groups: Tasks & journeys, Learning, and Partners. Under Learning, choose Certificate issued. It fires when a certificate is awarded to a partner contact, and re-issuing the same certificate to the same contact does not fire it again.

Narrow it to the certificate that counts

The panel now shows the trigger’s own narrowing and its filter. Work through them in order:

• Which certificates count - the certificates that qualify. Pick your certification. Leaving it empty means any certificate, which would tier partners up for a webinar attendance badge, so this is the one narrowing you should not skip.
• Only for partners in - the segments the partner has to be in. This is checked before the workflow starts, so partners outside these segments leave no run behind. Leave it empty for your first workflow, or point it at a segment of the partner types the tier program applies to if your program has several.
• Only for partners matching - conditions on the partner’s own Introw and CRM fields, for a check you would not keep a segment for. Leave it empty here, or use it to hold the promotion to the partners it applies to, for example Partner tier is any of Bronze or Silver so an Elite partner is not “promoted” downwards.
• Only for certificates matching - conditions on the event itself, over Certificate, Issued at, and Expires at. You have already narrowed by certificate, so leave this empty. It is where you would add something like an expiry date more than 30 days out.

The rule to remember: the first two blocks are about the partner, the last one is about the event, and all three are ANDed. Reach for a segment when the audience is one you already maintain or want to reuse, and for Only for partners matching when it is a one-off check this workflow alone cares about.

Write the new tier onto the partner

Select the + under the trigger and choose Action, then Update partner properties from the Partner group. Each row is one property:

• Property - a searchable list of everything a workflow can write: Partner tier, Partner phase, Partner categories, Partner owner, the partner’s Experience, and every writable CRM property on their company or custom partner object. Each is marked with Introw’s logo or your CRM’s, so two same-named fields are distinguishable. Pick Partner tier.
• Value - the tier to set, from your tier program’s own list.
• Write mode - Overwrite always replaces what is there; Fill in if not known leaves an existing value alone. This is the most consequential setting on the panel. For a promotion, Overwrite is right: the point is to move a partner who already has a tier. For anything a partner manager sets by hand and would not want an automation undoing, choose Fill in if not known.

Select Add property to write a second field in the same step, with its own write mode. Partner phase on Fill in if not known is a good second row: a partner who already has a phase keeps it, and one who has none gets set. Every writable CRM property on the partner’s company or custom partner object is in the same list too, so the same step can stamp the promotion onto the record your sales team is already looking at.

Tell the partner

Select the + under the action, choose Action, then Send an email from the Messages group.

• Send to - because this trigger names a contact, the list includes The contact this is about, which reaches exactly the person who earned the certificate. The other options are All contacts of the partner, The partner champion, Contacts in a segment, and Your partner team, which is your own colleagues assigned to this partner rather than anyone at the partner. Choose The contact this is about.
• Email - select the card to open the editor. It is the same editor announcements use, so variables resolve per recipient and CTA buttons point at that partner’s portal. Give it a Subject, which stays plain text, and write the body. Generate with AI drafts a subject and two or three paragraphs from where this step sits in the flow, with the greeting and sign-off added for you, so you can start there and edit.

Save the email and you are back on the canvas with a card showing the subject, who it goes to, and its opening lines.

Run a test against a real partner

Select the play button beside the trigger node. In Test workflow, pick a Partner and, since this flow emails the contact the trigger is about, a Contact as well.Read the card before you run it. Every test is a dry run: delays resolve instantly, nothing is written and nothing is sent, conditions are evaluated against live data, and the trigger’s filter is not applied, because you chose the partner by hand. That last point matters: a test proves the shape of the flow, not the audience.Select Run test. The canvas updates as each step resolves, and nodes the run touched are badged Simulated.

Read the result on the canvas

Every node should read Simulated. A node badged Failed carries its reason, and a node that stopped the run short says why, for example that the partner has no portal contacts for the email to reach. Fix what you find and run the test again.

Name and describe it

Open Settings. Select Generate with AI to write both fields from the canvas, then edit them.

• Name - what the workflow does, in a few words. It is the column your colleagues scan on the workflows list.
• Description - one or two sentences for whoever reads this workflow next, including you in six months.

Enable it

Switch Enable on and select Save.If Enable is unavailable, Not ready to enable yet lists exactly what is missing: a trigger, at least one action, a value left unset on a step, or a pairing that cannot work. Clear the list and the switch becomes available.Enabling is not retroactive. Only partners who earn the certificate from this moment on enter the workflow; nothing replays history. If you need to catch up the partners who already certified, do that once by hand or with a bulk update.