Triggers

Understanding Triggers and Actions Triggers are events that kickstart workflows, leading to various actions being performed. They follow a chronological order as specified in your workflow. Trigger Categories Triggers are categorized to help you find what you need easily. These categories include: You can locate triggers in Workflows, select “add a trigger” and the Trigger […]

The If_Else Workflow condition

What is the If/Else Workflow Action? The If/Else action allows you to evaluate contact-specific data and route workflow automation based on whether the contact meets certain criteria. It creates two or more logical branches inside a workflow depending on whether a condition is true or false. his enables you to tailor subsequent actions according to […]

How to Create Automation

Steps for Setting Up a Workflow Go to the “Workflows” area inside “Automation” section of your CRM. Click “+ Create Workflow” When creating a new workflow, you have the option to create a new workflow from scratch, use existing templates or recipes. Select a Recipe Workflow recipes make it easier to design and implement automation […]

Example Race Condition_ Add Tag Executed But Not Added

Example Race Condition: Add Tag Executed But Not Added In this example, we can see that the tag was added successfully to this contact in the workflow execution logs.   However, when we check the contact record, there is no sign of the tag. Lets go back to the execution log and pay attention to […]

Common Automation Templates

What is Workflow Automation? Workflow automation is the process of using technology to perform repetitive tasks automatically. By defining triggers (starting points) and actions (tasks), businesses can create efficient workflows that save time and reduce errors. For example, instead of manually logging lead details and sending follow-up emails when a form is submitted, an automated […]

Action Categories

Action Categories Workflow Actions are organized into categories to make them easier to find and use. The categories are: You can access Workflow Actions within the workflow build and then select the add action button. Below we will break down of each action – notating what it does and what it’s “useful for” to get […]