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Setting up Workflows

  • How to build a workflow
  • Workflow and automation overview
  • Working with workflow automation
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  • Actions based on any entity update/insert event
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  • Adjust lead points based on dynamic conditions
  • Sending web/email/sms notifications
  • Adjust lead points based on dynamic conditions
  • Actions chain for back-on website alert
  • Dynamic record re-assignment based on conditions
  • Dynamic task creation based on specific conditions
  • Sending web/email/sms notifications
  • Using listeners for specific events
  • Creating manual re-usable action sets
  • Automating repetitive tasks
  • Multi Workflow
  1. Home
  2. Docs
  3. Setting up Workflows

Setting up Workflows

  1. How to build a workflow
  2. Workflow and automation overview
  3. Working with workflow automation
  4. Event-based Actions
  5. Actions based on any entity update/insert event
  6. Process form entries into actions chain
  7. Adjust lead points based on dynamic conditions
  8. Sending web/email/sms notifications
  9. Adjust lead points based on dynamic conditions
  10. Actions chain for back-on website alert
  11. Dynamic record re-assignment based on conditions
  12. Dynamic task creation based on specific conditions
  13. Sending web/email/sms notifications
  14. Using listeners for specific events
  15. Creating manual re-usable action sets
  16. Automating repetitive tasks
  17. Multi Workflow

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