Workflow Triggers
A Workflow trigger is an event or more than one event that will cause the system to perform a specific action or series of actions as per the intended objective. There are plenty of customizations available inside the trigger option that can suit the needs of every business.
Editing Workflow Trigger Names
The title you name a workflow trigger. You can name your workflow triggers any way you want. This helps with identifying triggers quickly and organizing the workflows.
Changing Workflow Trigger Type
This is the type of trigger assigned to a workflow. You have a few different options. Each option relates to a different category in your CRM system:
Choosing Workflow Triggers
Here you can select the trigger you want to work with. The triggers are arranged alphabetically.
Adding Workflow Trigger Filters
Filters allow you to apply a specific trigger to a workflow. Without a filter, the workflow will only trigger the default.
Every workflow trigger has its own filter. Choose the workflow trigger you want to work with and the filter icon will pop up below, click on it to get the filter options available for that particular workflow trigger.
Adding New Workflow Triggers
You can start building your workflow by clicking on the " Add New Workflow Trigger" icon.
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