Automation

Filter Trigger Link This filter will let you select the link which you would like to use to get triggered.

Workflow Search Bar With the search bar, you can find out a specific workflow recipe or a folder you have created in the system. Saves you a lot of time scrolling through the long list when you need to go to a specific workflow or a folder on the list. Created Workflow List This is

Create New Workflow To learn more about workflows and how to build them, check out the “Workflow Training” section under the “Advanced Training” help center menu! Click here to check out the Workflow Training!​ Create Folder Workflows are a series of actions meant to be performed depending on the stage of the lead. Having a

Actions Tab To learn more about workflows and how to build them, check out the “Workflow Training” section under the “Advanced Training” help center menu! Click here to check out the Workflow Training!​ Actions In this section, workflows are created with actions to trigger them. Workflow Name This is the name given to this workflow

History Tab To learn more about workflows and how to build them, check out the “Workflow Training” section under the “Advanced Training” help center menu! Click here to check out the Workflow Training!​ Action Logs Workflow Title This is the title given to this workflow Edit Workflow Title By clicking here you can edit the

Status Tab To learn more about workflows and how to build them, check out the “Workflow Training” section under the “Advanced Training” help center menu! Click here to check out the Workflow Training!​ Workflow Title This is the title given to this workflow. You can edit the title of the workflow here. Refresh You can

Editing Workflow Trigger Names The title you name a workflow trigger. You can name your workflow triggers any way you want. This helps with identifying triggers quickly and organizing the workflows. Changing Workflow Trigger Type This is the type of trigger assigned to a workflow. You have a few different options. Each option relates to

The “Appointment Trigger” workflow runs when an appointment is being made. The update in appointment status depends on the filter you choose. All Filters Appointment Status Is By clicking on the “appointment Status is”, you can decide if you want the trigger to respond only when; There’s a New appointment, or The appointment is Confirmed,