Enhance your operational efficiency with this insightful guide on utilizing the "Add to Workflow" feature in Aesthetix. This article provides a detailed walkthrough of how to effectively add contacts and tasks to your automated workflows, ensuring that your processes are organized and streamlined. Learn how to set up triggers, manage tasks, and customize workflows to fit your business needs. Ideal for team leaders and CRM users, this guide will empower you to automate routine tasks, improve productivity, and enhance collaboration within your organization using Aesthetix.
1. First, click "Automation"
2. Following that, click on "Workflows"
3. Add necessary action to your workflow.
4. Locate and select "Add To Workflow" option.
5. Select your preferred workflow from the drop-down menu.
6. Toggle switch to "Pass Input Triggers Parameters"
7. Save your progress by clicking on "Save Action".
