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Creating a Workflow Automation

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Mark Gannaban
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Workflow automation is an easy way to streamline manual processes which often consist of multiple tasks such as sending email, CRM integration, SMS messaging etc. Workflow Automation is about improving processes by automating these repetitive tasks. It is one of the key steps to streamline your business.

Using Workflow Automation your team can focus on their work, and spend less time on repetitive tasks. You will be more agile and can respond faster to customer needs and market conditions.

To start, click on CRM and select Workflow Automation from the drop down.

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In the Show Workflow Automation Section, click on Add New Workflow found in the upper right side of the page.

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You will need to configure the following under Workflow Generals section:

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Name - This is the description of the Workflow Automation.

Description - This is the memo field of the Workflow Automation. It is optional.

Active - This is where you set the Workflow Automation to Active or Inactive status.

Relation - This is where you choose what type of Workflow Relation you want to set up. (Campaign, List, Email Template, Inbound Number or Queue Relation). Visit our FAQ for a more detailed discussion about Different Types of Workflow Relation.

Hunt Stop - If enabled, this will prevent the triggering of Workflow in case the lead's status is final or reached status

Skip if lead is currently in progress with this Workflow - If enabled, it will skip the trigger action on the lead in case it is still on a live call.

Set After Hours Action (Do Nothing / Execute After Hours) - If enabled, this will determine the delay time set in the Schedule tab under Trigger Actions.

Schedule - This is where you set during which hours you would like the Workflow to trigger, as determined by Time Zone selected.

Perform Action On - This defines how Trigger action will take place based on the selected percentage in relation to the number of actions that will be process versus actions that will not be process. 

Click on Apply Changes found in the bottom right side of the page to create your new Workflow Automation.

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Please click here to return to the Workflow Automation Section in the wiki for more help articles.

 

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