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Workflow Triggers
The Workflow trigger functions as an activator for specific actions or sequences based on predefined events. Within the trigger option, businesses can find various customization features tailored to their individual needs and requirements. These customization options streamline the process of adapting triggers to align with unique objectives.
To access the workflow trigger, initiate the process by clicking on the "Add New Workflow Trigger" button!
Workflow Overview
Editing Workflow Trigger Names
While creating a workflow trigger, users have the flexibility to name the trigger title as per their preference. This functionality enhances workflow organization, enabling users to quickly identify and locate specific triggers. Users are free to choose any name aligning with their naming conventions, simplifying the management of multiple workflows within the platform.
Click to edit selected trigger
Changing Workflow Trigger Type
The "Choose a Workflow Trigger" feature empowers users to select the trigger type assigned to a workflow. Various trigger types, categorized within your CRM system, include:
Selecting the appropriate trigger type enables users to customize the workflow's behavior in alignment with their specific business needs.
Choosing Workflow Triggers
Use the dropdown menu under "Choose a Workflow Trigger" to select the trigger you want to work with.
Select workflow trigger
Adding Workflow Trigger Filters
The platform's Filters feature enables users to apply a specific trigger to a workflow. Without a filter, the workflow will trigger the default behavior. Each workflow trigger has its filter, accessible by clicking on the filter icon below the relevant trigger. Users can then choose from the available filter options specific to that particular workflow trigger, allowing businesses to tailor their workflows to unique requirements.
Add filter
Adding New Workflow Triggers
To commence building a workflow, click on the "Add New Workflow Trigger" icon. This feature facilitates the quick and easy creation of a new workflow by selecting the appropriate trigger and configuring its desired actions. Users can further customize the workflow after adding a trigger by applying filters and making other modifications.
Click to add new workflow
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