This action creates a Manual Action for someone to manually send an SMS to the contact (Manual Actions can be found in Contacts > Manual Actions). Creating Manual Actions In Workflows Assign To User The first thing you need to do in order to add manual actions to a user in your CRM is to […]
Send SMS Workflow – External Communication Action: This action sends a text message to the contact. SMS Action Sends a text message to the contact. Edit Action Templates By clicking on this field, you can select from the available templates Message This is where you type the body of the message. Add Attachment You can
Send Email Workflow – External Communication Action: This action sends an email to the contact. Email Action Sends an email to the contact. Edit Action From Name Input the name of the Sender in this field. YOu can also click on the tag icon to use the custom value. From Email Input the Sender’s email
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This trigger runs when contact data is updated. However, it only runs for changes in Tags, Assigned Users, DND, and Custom Fields. Add Filters
Trigger Location Add Filters Has Tag Select a tag from the CRM. When a tag is allocated to the contact’s workflow, the workflow will only be triggered based on the specific tag. Custom Field When you have a form on your website and a custom field assigned to it that collects data, you can select
This workflow trigger fires only when changes are made in the contact record. Let’s suppose you made any changes in the contact record. Then, this trigger will fire. It helps to sync the contact information and keep track of changes. 1. Choose a Workflow Trigger Once you’ve selected a trigger, you can configure the workflow’s
The “Opportunity status change” trigger only runs when the opportunity status gets changed (i.e when an opportunity card moves from one status to another status in the opportunities CRM section). All Filters The “Move from status” and “Move to status” are the two main filters in this trigger. This trigger won’t save without choosing either
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In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. “Order Form Submission” trigger will ONLY run whenever a customer submits an order form either through a Funnel or website and also the type
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Filters Assigned User The “Assign To User” trigger allows you to trigger the assignment of a Contact to a User based on a condition of your choice.
All Filters After No. Of Days Use this trigger when you have to perform set actions after a certain number of days. Before No. Of Days Use this trigger when you have to perform set actions before a certain number of days.
