In workflow "Add/Remove from sequence" Action is used in Sequence Automations to add and remove contacts, leads, organizations, and vendors from a Sequence list. Possible Actio ...
In workflow "Add/Remove related campaign" action is used in Campaign Automations to add or remove a contacts, leads, or organizations participant in the automation from a Campaign ...
SLA Trigger workflow action helps you to execute the predefined SLA Policy. SLA's will help you to define the level of support or service that you agreed to offer to your clien ...
Create Event action which creates a new Event automatically to the related record whenever the mentioned Workflow condition is met. Set up a Workflow action to Create an Event: ...
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 ...
Create task action which creates a new task automatically to the related record whenever the mentioned Workflow condition is met. Set up a Workflow action to Create Task: Scen ...
Send Email action allows you to Send Emails automatically to recipients from CRM on various touchpoints Set up a Workflow action to Send Mails: Go to Main Menu > CRM Settings ...
Send SMS Task action allows you to send SMS automatically to recipients from CRM when the mentioned criteria are met. Set up a Workflow action to Send SMS: Scenario: Send a th ...
Update Fields action allows you to automatically updates one or more fields, when the mentioned criteria are succeeded. Setting up Workflow Action to Update Field.Scenario: Cal ...
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 ...
Functions to concat, add days, sub days, etc used for calculating and updating values. Expressions interpretationExpressions allow you to use fields to form calculate expressio ...
To avoid generating multiple workflows in updating a record in a single field, instead, you can make utilize an if-else statement. For example: To update the Probabili ...
