The Workflow trigger is a powerful function that activates specific actions based on predefined events. With various customization options, businesses can easily modify triggers to meet their unique objectives.
1. Click "Marketing"
2. Click "workflows"
3. Click "Create Workflow"
4. Click "Add New Workflow Trigger"
To access the workflow trigger, simply click on the "Add New Workflow Trigger" button to get started!
5. Editing Workflow Trigger Names
When creating a workflow trigger, you have the freedom to name it according to your preference. This feature improves organization by allowing users to quickly identify and locate specific triggers. You can choose any name that aligns with your naming conventions, making it easier to manage multiple workflows within the platform.
6. Choosing Workflow Triggers
The "Choose a Workflow Trigger" feature enables you to select the trigger type assigned to a workflow. There are various trigger types available, each related to a different category in your CRM system. By selecting the appropriate trigger type, you can customize your workflow's behavior to better align with your specific business needs.
Using the dropdown menu under "Choose a Workflow Trigger," you can select the trigger you would like to work with. This allows you to easily specify which events or actions will activate the workflow.
7. Adding Workflow Trigger Filters
The platform's "Filters" feature allows you to apply specific filters to your workflow triggers. These filters help refine the behavior of your workflow. By clicking on the filter icon below the relevant trigger, you can choose from the available options specific to that trigger. This customization option helps tailor workflows to meet unique business requirements.
8. Adding New Workflow Triggers
To build a new workflow, simply click the "Add New Workflow Trigger" icon. This feature enables you to quickly create a new workflow by selecting the appropriate trigger and configuring its desired actions. Once a trigger has been added, you can further customize the workflow by applying filters and making other modifications.
Remember, the Workflow trigger is a versatile tool that empowers businesses to automate processes and streamline operations. Take advantage of its customization options to maximize efficiency and achieve your unique objectives.