Workflow
Configure automated workflows and triggers.
Overview
Workflows allow you to automate repetitive tasks and create triggers that execute actions based on specific events. This helps streamline your processes and ensure consistency.
Accessing This Setting
- Go to Settings > My Company > Workflow
Configuration Options
Workflow Components
Triggers
Events that start a workflow:
- Record created
- Record updated
- Field changed
- Stage changed
- Date reached
Conditions
Rules that must be met:
- Field values
- Record status
- User assignments
Actions
What happens when triggered:
- Send email notification
- Create activity
- Update field values
- Assign to user
- Create task
Common Workflows
- Send welcome email when lead is created
- Notify sales manager when opportunity reaches certain value
- Create follow-up activity when stage changes
- Send reminder before scheduled appointment