Workflow canvas
Pick a sample client and the service lines that apply, then run it. Unused branches stay idle. The run pauses at the approval gate until you decide. Select any node to read what it does.
Node: Proposal signed
Webhook trigger
Starts a run when the signature event arrives. Payload: client name, contact, service lines, kickoff date.
Run log
- Ready. Choose service lines and run the workflow.
Simulated run on invented data. Nothing is sent anywhere.