video1.0<iframe src="https://www.loom.com/embed/813e0bb4780c4143b29905b3822f5cb1" frameborder="0" width="2114" height="1585" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15852114Loomhttps://www.loom.com15852114https://cdn.loom.com/sessions/thumbnails/813e0bb4780c4143b29905b3822f5cb1-d5db581da9b99d3c-full.jpg120.15In this Loom, I walk you through how to build your first automation workflow from scratch in the Marketing tab under Automation. I show how to add a new trigger using Form Submitted, then add filters for Form Is and the refund request stage. Next, I add the action to create or update an opportunity, selecting the refund cancel request pipeline and the Refund Request stage. I end by testing the workflow and moving it from draft to publish mode. Action requested, follow these steps to set up your own workflow and publish it.