Workflows

  1. Overview
  2. Administrators
  3. Workflows

Manage Workflows

Automation engine which helps you to automate routine tasks such as sending Emails, SMS, Updating values, Creating Tasks, Meetings etc.. Workflow is available under CRM Setting ...

Create Record

Create Record allows you to automatically create records when the workflow condition is satisfied on the parent record. Setting up Workflow Action to Create Record.Scenario: Pr ...