WeldConnect

WeldConnect automates work across WeldSuite and external services — triggers, actions, and execution history.

What you can do

• Workflows — visual or step-based automations
• Triggers — events that start a run (new deal, form submit, webhook, schedule)
• Actions — send email, update CRM, call APIs, branch on conditions
• History — see each run, success/failure, and logs for debugging
• Templates — start from common patterns

The sidebar lists workflows, templates, variables, and analytics.

Typical flow

1. Create a workflow from blank or template.
2. Choose a trigger (for example "Deal moved to Won").
3. Add actions (notify Slack channel, create task, send mail).
4. Test with sample data, then publish.
5. Monitor History for failures.

Next steps

• WeldCRM overview — common trigger source for sales automations
• Settings overview — API keys and integration credentials