Automating Your Workflows with NocoDB

Manual data entry, copy-pasting between tools, and sending the same notification emails over and over — these are the tasks that drain your team's productivity. NocoDB Workflows lets you automate all of them with a visual builder that requires zero code.

Building Your First Workflow

Every workflow starts with a trigger — an event that kicks things off. This could be a new row being created, a field value changing, a form submission, or even a scheduled time. From there, you chain together actions: update a record, send a webhook, create a row in another table, or call an external API.

trigger:
  event: row.created
  table: Incoming Leads

actions:
  - type: update_record
    fields:
      Status: "New"
      Assigned: "={{round_robin('Sales Team')}}"

  - type: send_webhook
    url: https://hooks.slack.com/services/...
    body:
      text: "New lead: {{Name}} from {{Company}}"

The workflow engine processes events in real time. When a trigger fires, actions execute in sequence with full error handling and retry logic. You can see execution logs for every run, making debugging straightforward.

Think of Workflows as Zapier, but built directly into your database layer — with full access to your data model and zero integration overhead.

Advanced Patterns

• Conditional branching based on field values
• Loop over linked records to perform batch operations
• Chain workflows together for multi-step processes
• Schedule recurring workflows for daily reports

Workflows are available on Team plans and above. Check our documentation for the full list of triggers and actions, along with examples for the most common automation patterns.