Skip to main content
A loop runs its steps once for every item in a list. It’s how a single workflow acts on many records at once — send a message for each open deal, create a record for each contact, update every account a find step returned — instead of building one workflow per record.

​
How to use it

  1. Add a loop step and give it the list to iterate over — usually the results of an earlier Find Records step, like {{find-1.records}}, or a collection from the trigger such as the accounts on a meeting.
  2. Put the steps you want repeated inside the loop.
  3. Each time through, those steps run against the current item, so a Slack message or CRM write acts on one record at a time.

​
Good to know

  • Set a limit to cap how many items the loop runs on.
  • Turn on run in parallel to process items concurrently rather than one after another.
  • Action steps like write to Salesforce and write to HubSpot act on one record per run — wrapping them in a loop is how you make them act on many.

​
In practice

On a Monday-morning scheduled workflow, a Find Records step pulls every open deal with no recent activity, and a loop sends the owner of each a Slack nudge — one workflow, one message per deal. Questions? We’re here to help at support@clearskies.cc