If you use workflow automations in your CRM, being able to test an action before it runs for real can save time, prevent mistakes, and help you feel more confident that everything is set up correctly.

📌 Why This Matters

When a workflow sends information to another tool, even a small setup error can lead to missing data, failed actions, or customer records not updating the way you expected. This testing option lets you check exactly what will be sent, see the response that comes back, and confirm your workflow is ready before it runs on its own.

✨ What’s New

• Test actions directly inside the workflow builder: Each external app action step includes a Test Action button so you can check your setup without guessing.
• See real input and response data: The test runs as an actual API call using your connected account, so you can review both the data being sent and the raw response returned.
• Use real workflow values: Workflow variables, custom values, and transformations are applied the same way they would be during a live run.
• View output fields for later steps: The response schema can automatically fill available output fields, making it easier to use that data in the next steps of your workflow.
• Review data side by side: Data In shows the resolved values being sent, while Data Out shows the returned JSON response in a scrollable view with key details highlighted.

🛠️ How to Use It

1. Step 1: Open your workflow and configure the action step as you normally would by selecting the connected app, choosing the action, and mapping the inputs.
2. Step 2: Make sure any values coming from earlier workflow steps are available, since the test can only run when those referenced values can be resolved.
3. Step 3: Click Test Action from the action settings to start the live test.
4. Step 4: Review the Data In section to confirm the exact values being sent after variables and transformations are applied.
5. Step 5: Check the Data Out section to see the raw response, verify the action worked, and confirm the returned fields can be used in later workflow steps.

💡 Pro Tip

Test your most important workflow actions before turning them on so leads, bookings, and customer data move correctly the first time instead of costing you sales later.