New: Workflow Automation 2.0 out now! 🦾🤖

Manuel Oliveira
Manuel Oliveira Admin Posts: 605 COMMUNITY MANAGER
100 Comments 25 Likes 5 Answers Community Manager
edited July 26 in What's New #1
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The new workflow editor lets you create sequences of events.

What?

Workflow Automation 2.0 is now fully available as the default workflow version. Any pre-existing workflows will remain on version 1.0, only newly created workflows will use version 2.0.

 

For whom?

All users on the Advanced, Professional, and Enterprise plan.

 

What can I do with it?

  • benefit from a more user-friendly look and feel
  • create automated sequences
  • add custom due dates to Activity actions
  • use merge fields in Activity notes
  • duplicate and upgrade WA 1.0 workflows to the new 2.0 version

 

🧠 Learn all about Workflow Automation 2.0 from our brand new Academy Course, and our Knowledge Base tutorial in your preferred language.

 

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