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Advanced Workflows let you automate prospecting end to end on a visual canvas: import contacts and companies from a source, enrich them with data and AI, then act on the results — add them to lists and campaigns, export them to your CRM, or notify your team. A workflow is a chain of steps. Each step takes the records produced by the previous step, does one thing to them, and passes them on. This reference documents every step you can add.

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How a workflow is put together

1

Choose a trigger

The trigger decides when a run starts: manually from the editor, on a recurring schedule, from a webhook, or when something happens in Enginy — a reply, a website visit, a new or updated record. See Triggers.
2

Start with an import step

Every workflow begins with a step that brings records in: a LinkedIn search, a CRM list, a Crunchbase query, or a manual selection. Import steps decide whether the workflow operates on contacts or companies.
3

Enrich the records

Enrichment steps fill in the data you need — emails and phone numbers, LinkedIn profile and company data, technologies, or AI-computed fields.
4

Branch when paths differ

Conditions split the flow based on a record’s data, so matched and unmatched records can take different paths.
5

Act on the results

Action steps add records to lists, campaigns, or your blocklist, export them to your CRM, send notifications, or hand records to another workflow.

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Step categories

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Connections and credits

Some steps need a connection or consume credits before they can run:
  • LinkedIn identity — steps that search or scrape LinkedIn run through a LinkedIn identity connected in Enginy.
  • CRM connection — importing from or exporting to HubSpot, Salesforce, Dynamics, Zoho, Pipedrive, Attio, or TribeCRM requires that CRM to be connected in your settings.
  • Enginy credits — data-provider lookups (emails, phones, Crunchbase, TheirStack, StoreLeads) and AI steps consume credits. Each step’s reference entry lists its requirements.
In the workflow editor, steps that need a connection you haven’t set up yet prompt you to connect before they can be added.

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How to read the step reference

Every step entry follows the same shape:
  • What it does and when to use it — the step’s behavior in plain words.
  • Settings — the options you configure on the step.
  • Output — what the step passes to the next step.
  • Requirements — connections and credits the step needs, if any.

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Step reference

Create your first workflow

From blank canvas to published, step by step.

Manage workflows

Runs, versions, settings, permissions, and templates.

LinkedIn imports

Events, posts, polls, connections, followers, Sales Navigator, and jobs.

CRM imports

Bring in contacts and companies from your connected CRM.

Contact enrichment

Emails, phone numbers, verification, and LinkedIn profile data.

AI & formula steps

AI-computed fields, formula fields, and autonomous AI agents.