FlowState: Visual Workflow Builder

FlowState is BasaltCRM's powerful visual editor for creating advanced automations. Build complex logic without writing code.

Building a Flow

Using a drag-and-drop interface powered by React Flow, connect nodes to create logic chains:

Triggers: What starts the flow (e.g., "New Lead Created", "Deal Won", "Form Submitted", "Task Overdue").

Actions: What the system does (e.g., "Send Email", "Create Task", "Update Field", "Assign to Rep", "Push Notification").

Logic Nodes: If/Else conditions, Delays, Split paths, and Merge points.

Workflow Management

Create/Edit/Delete: Full CRUD on workflow designs.

Activate/Pause: Toggle workflows on and off without deleting them.

Execution Logs: View a complete history of every workflow run, including success/failure details and timing.

Common Use Cases

Lead Routing: Automatically assign leads to specific reps based on territory, industry, or deal size.

Deal Follow-up: Schedule reminders if a deal stays in a stage for too long.

Post-Sale Onboarding: Trigger a series of tasks, emails, and project creation when a deal is closed.

Approval Workflows: Route requests through the Approvals module based on value thresholds.

Form Response Handling: Automatically create leads from Form Builder submissions and route them to the right team.

Mermaid Diagram Editor

FlowState also includes a Mermaid diagram editor for creating documentation-as-code flowcharts. These diagrams are used throughout the University module for GTM playbooks and architectural documentation.