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Feedback & SuggestionsWorkflow Automation

Asked a question 2 years ago

Workflow Automation: Trigger Workflow by button in Deal/Contact/Organization

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Liked by Nancy Vamvakas and 2 others

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Workflow automation: add the possibilty to trigger Webhooks from Workflow automation.

Add filter to workflow automation, enabled or disabled to filter the live ones.

Would it be useful to be able to reorder your workflow automations list?

How do one create a sequence of actions/tasks using workflow automation? If a deal gets moved to a stage, the team ... previous task in the workflow is done?

Would you love to see a feature to add an e-mail to a deal as part of the Workflow automation?

Does anyone know the best video or article to understand the logic around completing your workflow automation? I sometimes find this is where my workflows break down. Thanks

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Asked a question 2 years ago

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