Workflow builder

[Trigger] → [Condition] → [Action A1] → [Action A2]
                       ↓
                       → [Action B1]

{{trigger.deal.name}}                   // Triggering deal name
{{trigger.deal.company.name}}           // Linked company
{{trigger.deal.primary_contact.email}}  // Primary contact email
{{action_1.output.id}}                  // ID of record created by action 1
{{now}}                                 // Current date/time
{{user}}                                // User who triggered (for manual triggers)

{{upper(trigger.deal.name)}}              // UPPERCASE
{{format_currency(trigger.deal.value)}}   // €10,000.00
{{format_date(now, "DD/MM/YYYY")}}        // 14/04/2026
{{truncate(trigger.deal.description, 200)}}  // first 200 chars