3. Locate the Start from Scratch template and click Continue
4. Name your workflow
5. Click Add New Workflow Trigger to see a list of ways that your workflow can begin. (For this example, we'll select the Form Submitted option)
6. Once you choose the trigger, edit the details of what specifically needs to happen to begin the automation.
7. If you need to get even more specific, use the Add filters button to niche down the trigger action further
8. Click on Save Trigger
9. Click on + to add an action
10. Use the list of actions to select what you would like to happen next after the trigger has been activated. (For this example, we will select Create/Update Opportunity)
11. Once you choose an action, edit the fields to provide additional details about the specific action you'd like the system to perform.
12. Click on Save Action. Be sure to click Save on the workflow after you add each step to keep your work up to date.
13. Once you have the steps built out, click on Settings and edit as needed
14. Once your workflow is complete, click Test Workflow to take it on a test ride
15. After you test the workflow, switch the toggle from Draft to Publish
