How it works

What it is, and who it suits
Loop is a workflow step with a dashed box. Whatever steps you put inside the box run once for each item in a list, or once for each number in a range. Steps outside the box run once, as normal. It suits anyone whose enquiries arrive with several things in them: a home services quote with four jobs, an order with several products, a group booking with several names.
Sequential or parallel
Sequential finishes one item before starting the next, which is safest when order matters or each step depends on the last. Parallel runs the items at the same time, which is faster for independent jobs like creating separate tasks.

2 ways to do it

Loop over a list when the data arrives with several items. Loop over a range when you just need something done a set number of times. If each item really needs its own long follow-up, send each one into its own workflow instead.

Loop over a list

watch it first30 seconds, no sound needed. Each step below can jump straight to its part.

Add the Loop
Open the workflow, click + where the repeat should start and choose Loop.
AutomationsWorkflowsa workflow+Loop2 See it on the App map
Point it at the list
Choose the list to loop over, for example the services array your inbound webhook received. Pick Sequential or Parallel.
Put the steps inside the box
Add the steps that should repeat inside the dashed loop box: Create opportunity, Add task, Add note. Only steps inside the box repeat.
Map the current item
In each step, use Custom values > Loop Item to drop in the item being worked on, such as its name or price.
Task titleQuote this service for Sarah
Shown with example details. Copy pastes the version that fills in your own business and each customer's name by itself.
tipLoop Item is picked from the custom values menu in each step. It changes for every pass of the loop.
Test it
Use Test workflow. The test tab shows every pass of the loop, so you can check each item did what you expected. Then Publish.
7 See it on the App map