Workflows
This guide walks through each screen in the Workflows menu of the Automation module: Workflows, New Workflow.
Workflows
Where to find itAutomation → Workflows → Automation → Workflows
How to use Workflows
- 1Open Workflows
In the Automation module, open Workflows in the green navigation bar, then choose Workflows under Automation.
- 2Review the list
The list shows these columns: WORKFLOW, TRIGGER, RUNS, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Workflow.
New Workflow
Where to find itAutomation → Workflows → Automation → New Workflow
How to use New Workflow
- 1Open New Workflow
In the Automation module, open Workflows in the green navigation bar, then choose New Workflow under Automation.
- 2Use the available actions
Buttons available on this screen: Trigger, Condition, Action, Branch, ✉️ Send Email, 🔔 Notification, 💬 WhatsApp, ✏️ Update Field, 📄 Create Record, 🔄 Change Status.