Workflow Activations

Workflow activations are essential functions designed to initiate specific tasks or sequences based on predefined conditions. These activations offer various customization options, allowing businesses to tailor the workflow to meet their unique operational goals. This flexibility ensures that each activation can be precisely adjusted to match the business's specific requirements.

To begin setting up a workflow activation, simply click the "Add New Workflow Trigger" button.

Overview of Workflow Customization

Naming Your Workflow Activations

When establishing a new workflow activation, you have the option to assign a custom name to the trigger. This feature enhances organizational efficiency by enabling users to quickly identify and manage individual activations. By adopting a consistent naming convention, managing multiple workflows becomes more streamlined within the platform.

Selecting the Type of Workflow Activation

The "Choose a Workflow Trigger" feature allows you to designate the type of activation that will be associated with a workflow. There are numerous types of triggers available, each corresponding to different categories within your CRM system, such as:

• Contact-Based Activations

• Event-Based Activations

• Appointment-Based Activations

• Opportunity-Based Activations

• Affiliate-Based Activations

• Membership-Based Activations

• Payment-Based Activations

• Shopify-Based Activations

• Community-Based Activations

By choosing the appropriate type, you can fine-tune the workflow’s functionality to align more closely with your specific business objectives.

Implementing Filters for Workflow Activations

The platform's filtering capability allows users to apply a specific activation condition to a workflow. Without a filter, the workflow will follow the default activation pattern.

Each workflow activation has a set of filters that can be accessed by clicking the filter icon under the relevant activation. Users can then select from the available filtering options, which are specific to that activation. This level of customization enables businesses to create workflows that are finely tuned to their specific operational needs.

Initiating New Workflow Activations

To commence the creation of a new workflow, click on the "Add New Workflow Trigger" icon. This feature allows users to swiftly create a new workflow by selecting the desired activation and setting up the corresponding actions.

Once an activation has been added, users can further personalize the workflow by applying filters and making other adjustments.