Workflows can be created for a multitude of triggering actions, with any series of follow up actions/events you wish to customize for your business. The versatility allows for you to completely customize the triggers and actions for your needs. For example, you may want to create a workflow to be notified when a contact logs in to the Membership area of the system. This can help you track membership activity.
Follow these steps to create this type of Workflow:
Step 1: Create the Workflow Trigger
Step 2: Customize the Actions Based on the Trigger
There are many options you have to customize the actions, from if/else conditions, to sending an email or SMS, assigning a tag, and sending internal notifications. Customize the action(s) as you wish, however it makes sense for your business!
Overview The Number Validation Trigger in CRM allows users to automate workflows according to the validation status of phone numbers. This functionality helps ensure that SMS messages are sent exclusively to valid numbers, minimizing costs from undeliverable messages and enhancing communication efficiency. Trigger Name Number Validation Trigger Description Triggered based on the number validation feature […]
Overview This trigger activates workflows when a viewer watches a designated percentage of a video. It empowers marketers to adapt in real-time to viewer engagement, enabling personalized follow-ups and targeted messaging based on the portion of the video completed. Trigger Name Video Tracking Trigger Description Runs when a lead watches up to a specified percentage […]
Overview The “Go-To” event in Workflows lets you seamlessly move contacts from one step to another. This feature allows you to guide contacts to specific points in the workflow based on predefined triggers or conditions. With the “Go-To” action, you can optimize your workflows, ensuring that each contact follows a personalized path tailored to their […]
Overview The solution that streamlines your business operations. Powered by cutting-edge AI, it tackles complex tasks with speed and precision. Leave behind tedious manual work and embrace a new era of effortless efficiency with Workflow AI Action. Action Name GPT Powered by OpenAI Action Description Workflow AI is a groundbreaking automation tool that leverages artificial […]
Overview With this feature, users can store the history of their GPT actions. By leveraging past interactions, GPT actions can generate more relevant and personalized responses. Action Name GPT Powered by OpenAI Action Details Type of History There are 5 types of History that can be stored How to use it? Advanced options Points to […]
Overview Use the “Add Contact Followers” workflow action to automatically assign followers to a contact. Integrate this action into your current workflows to streamline follower management for your business. Action Name Add Contact Follower Action Description The “Add Contact Follower” action allows users to assign one or multiple followers to a contact’s profile. How to […]
Overview Use the “Remove Contact Followers” workflow action to automatically remove followers from a contact. Integrating this action into your existing workflows simplifies follower management for your business. Action Name Remove Contact Follower Action Description The “Remove Contact Follower” feature allows users to delete one or multiple followers from a contact’s profile. How to Configure […]
Overview The “Send Invoice” feature enables users to automate invoice delivery to contacts within a workflow. By simplifying the invoicing process, it ensures prompt and consistent billing for the products or services rendered. Action Name Send Invoice Action Description How to Configure Example Send an Invoice when Opportunity Status Changes Trigger Opportunity Status changed – […]
Overview The Task Added trigger enables you to start a workflow whenever a new task is created in a contact’s record. This helps automate actions tied to task creation, like alerting the assigned user, updating relevant task fields, or sending follow-up communications. Trigger Name Task Added Trigger Description This trigger activates whenever a new task […]