Implementing Workflow Actions

Once you've established your workflow triggers, the next crucial step is defining the actions that the workflow will execute. This step automates routine tasks, minimizing manual interventions. Workflow actions can range from sending emails or SMS messages to setting up internal notifications, modifying tags, updating opportunities, and more.

How to Implement Workflow Actions

To incorporate an action into your workflow, begin by selecting the "Add Action" button. You'll then choose the appropriate action from a variety of categories, such as:

• Communication Actions

• Contact Actions

• Membership Actions

• Conditions and Workflow Actions

Using the Actions Search Bar

For quick access, utilize the search bar by typing in the name of the action you're looking to add.

Workflow Action Cards

Each action you select is represented by a card within the workflow. As you add new actions, remember to save your progress frequently to prevent any loss of work.