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Automation
Automation

Automate manual processes and create triggers which run based on defined business rules.

30 articles

Getting Started


Training Video for the Automation Module
Introduction

Workflows


How do I add a workflow?
How do I edit a workflow?
How do I enable a workflow?
How do I delete a workflow?
How do I manage workflow admins?

Processes


How do I add processes to a workflow?
How do I set a trigger for a process?
How do I edit a process?
How do I delete a process?
How do I manage tasks in a process?
How do I manage process managers?
How do I add a person to a process?
How do I remove a person from a process?
How do I view progress across all workflow processes?

Tasks


Send Email
Send SMS
Wait
Assignment
How do assignment tasks work?
How can I bulk update assignments from an automated workflow?
Add To Group
Drop From Group
Add To Process
Skip To Done
Update Person Fields
Branch

Promotional Plans


How to create a Promotion Plan

Sample Automations


How do I set up an automated Happy Birthday message?
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