Automating Workflow

Workflow can be managed by the following steps -

• Click on the Profile icon
• Go to Setup
• Go to Sales Automation
• Click on Workflow Management

• Click on New Rule

1. Basic Information (Specify the basic details for the rule, such as Name and Description)

• Module (Select the module on whose action the workflow will execute)

• Rule Name
• Description

2. Execute on (Choose an action based on which the rule will be executed)

• Create: Executes the Workflow Rule when a record is created in the above-selected Module.
• Update: Executes the Workflow Rule when an existing record is edited in the above-selected Module.
• Create or Update: Executes the Workflow Rule when a new record is created OR an existing record is updated.
• Field Update: Executes the Workflow Rule when the specified field(s) are updated.
• Delete: Executes the Workflow Rule when an existing record is deleted in the above-selected Module.
• Date Based*: Executes the workflow Rule based on the specified date and time field. [ Available on Growth Plan only ]
• Activity Based: Executes the workflow Rule based on the specified date and time field.

3. Rule Criteria (The rule will be executed that match the following rule criteria)

• Logic (OR/AND)
• Condition (Field/Condition)
• Group

4. Actions (Instant and time-based actions can be set as per your business needs)

• Send Alerts ( Emails )

• Create Deal

• Assign Activities

• Update Fields

• Call Webhooks

• Enroll to Sequence

Send Alert - Let's you automate sending emails to contacts on the trigger set above

Create Deal - This action helps to create a new deal automatically.

Assign Activities - Automate Task creation on the above trigger points (You can create activities in bulk on contact create or update)

Update Fields:The fields can be updated from here.

Call Webhook

Enroll to Sequence - This action helps to enroll contacts/deals to a specific sequence.

Locked – Locking the workflow will prevent future updates and deletion of the workflow by other users apart from the workflow creator.

Active – Enabling this button will allow your workflow to Execute with related Actions set in your workflows.