In this Article:

This article will show you how to use a Workflow via Integration. Allowing you to streamline coordinating Convoso's system with a third-party app. 

You might use a Workflow Automation to transfer Lead information once Agents complete a sale.

• The system will then update your third-party app with information such as marking the Lead as a sale and the sale amount.

Before you Begin:

• First, you need to create an Adaptor to match the fields of the third-party application.
  • To learn about this process, see: Adding Adaptors.
    
  • Note: The Adaptors is where the recording link will show for the third-party app.

• Next, you need to create a Convoso Connect for the Integration to the third-party application.
  • To learn about this process, see: Configure Convoso Connect for POST Request.

Create Workflow with an Integration

1.) Click the CRM main menu.

2.) Click the Workflow Automation menu option.

The Show Workflow Automations page will open.

3.) Click the Add New Workflow button.

The Add Workflow Automation page will open.

In this example, we will be creating an Integration Workflow for moving Sales to Salesforce. All recommended settings will reflect this choice.

4.) Fill out the Workflow General Settings

• A: Name
  Ex: Integrate on Sale to Salesforce
• B: Description
  Add a brief description about this Workflow Automation
• C: Active - Yes
• D: Relation - Campaign
  • You cannot adjust this Relation option once the settings are saved.
• E: Stop Workflow If:
  • Never -
    Workflow has no stop condition.
  • Reached Status -
    The Workflow will stop if the Lead has a Status of Reached.
  • Final Status -
    The Workflow will stop if the Lead has a status of Final.
  • Advanced Lead Filter -
    If the Lead Data matches the Advanced Lead Filter, the Action will not Trigger anymore.
• F: Skip if pending actions -
  Set to Yes, to skip the Workflow if the Lead has previous Actions pending to be completed in this Workflow.
• G: Enable Schedule -
  If this is activated, you need to set the Working Hours of the Workflow Automation.
  More on this here.
• H: Perform Action On -
  Leave this at 100% of the time. Always. 
• I: All (Relation) -
  Enabling this will Include all current and future Campaigns.

If the All Campaigns toggle is set to No. Then, you will use these arrows to manually assign the Campaigns you want to be included in this Workflow Automation.

• The double-arrows at the top and bottom will move all Campaigns from one group to the other.
• While the single arrows between them can be used to move only the Campaigns you highlight by clicking on them with your mouse.

5.) Click the Apply Changes button.

The Workflow Events, Actions, and Action Sets sections(A) will appear on the page below Campaigns within/Not within this Workflow section.

• A) This is where the Workflow Trigger Events and Workflow Trigger Actions will be created by clicking Add Event + and Add Action + in each section.

• B) To delete or add an Action Set click the Delete Action Set or Add Action Set buttons as needed.
• C) When finished, click the Apply Changes button on the bottom right of the page.

6.) Scroll down to Trigger Events section.

7.) Click the Add Event button.

• Events are actions or conditions that act as a cue for the Workflow Automation to execute its action/s.
• If there are multiple Events, all events need to be matched for the trigger to be activated.
• For more information regarding all the Event types, click here.

The Add Event window will open.

8.) Fill the Event fields.

• A: Event Type - Disposition
• B: Active -  Yes
• C: All Dispositions - No
• D: Selected - Sale
  • To select, highlight by clicking Sale in the Not Selected box and click the left arrow in the center.

Scroll down to Trigger Actions

9.) Click on Add Action button.

• For more information regarding Actions, click here.
  
  
  The Add Action Window will appear.

10.) Fill in the Action fields.

• A: Action Type  - Integration
• B: Active - Yes
• C: Skip if live call in progress - No
• D: Convoso Connect -  Select the Convoso Connect we created earlier.

11.) Click on Save.

You will return to the Workflow Automation settings page.

12.) Click the Apply Changes button in the bottom right to apply your new settings.

Note: The blue text on your Workflow Automations indicates they are Active. When they are deactivated the color changes to red.