In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you can only save the workflow, not publish it. The Opportunity status change trigger is activated only when the status of an opportunity is changed in the Opportunities CRM section, moving from one status to another. ..
Archives : July-2024
The Offer Access Removed trigger initiates a workflow to withdraw a customer’s access to a specific offer. Users are encouraged to click the Add New Workflow Trigger button to enable this trigger and choose the Offer Access Removed option from the provided selections. By incorporating this trigger, businesses can effectively manage customer access to offers, ..
The Offer Access Granted trigger comes into effect when a customer is granted access to a specific offer, initiating the designated workflow. Users should click the Add New Workflow Trigger button to incorporate this trigger and select the Offer Access Granted option from the available list. Businesses can efficiently manage and monitor customer access to ..
Let’s suppose you made any changes in the contact record. Then, this trigger will fire. It helps to sync the contact information and keep track of changes. Once you’ve selected a trigger, you can configure the workflow’s details. Here, select the Note Changed trigger under the Contact section. All Filters Doesn’t Have a Tag By ..
The Note Added trigger activates a workflow when a note is attached to a contact. To initiate this process, click on ‘Add New Workflow Trigger’ and choose ‘Note Added’ from the dropdown menu labeled ‘Choose a Workflow Trigger’. By implementing this trigger, you can automate specific actions or responses based on the addition of new ..
The Membership New Signup trigger initiates your workflow when a customer or potential lead subscribes for a membership. To set this up, click the Add New. Workflow Trigger option and choose Membership New Signup from the available choices. By implementing this trigger, you can effectively manage new member signups, streamline onboarding processes, and ensure a ..
When building workflows and adding triggers, you will notice a category named Membership. Within this category you will see triggers including category completed, membership new sign up, offer access granted/removed, product access granted/removed, product completed, and user login. Category Completed The Category Completed workflow trigger functions when a specific group of products, referred to as ..
Overview Task completion triggers are a recent feature addition to our CRM, designed to automate the monitoring of task statuses, specifically the completion of tasks. This feature is particularly useful for supervisors and team leaders looking to track task progress without manually checking each task. How It Works When a task is marked as completed ..
Invoice The Invoice trigger provides workflow automation tailored to payment and invoice status, according to the user’s specific requirements. To configure this trigger, users are advised to click on the Add New Workflow Trigger button and choose the Invoice option from the available selections. By implementing this trigger, businesses can efficiently manage their invoicing and ..
The Form Submitted workflow trigger will run when a form is submitted. Note that this only works if the form was created in your CRM. To get started, click on Add New Workflow Trigger and select Form Submitted from the Choose a Workflow Trigger dropdown. You will need to establish a workflow trigger and action ..