How do I create a workflow?

Question

Accepted Answer

You can create a workflow to automate actions in Collanity CRM using triggers and actions.

Create a workflow manually
1. Sign in to your Collanity CRM account
2. From the left sidebar, go to AI Tools → Workflows
3. Click + New Workflow
4. Enter a workflow name and click Create
5. 
Configure the trigger
  1. On the workflow canvas, click the Trigger box
  2. Select a trigger, configure its settings, and run diagnostics
6. You can check each step’s status at the top of the page:
  • ! = configuration required
  • [Image] = step complete
7. When the trigger is fully configured, a check icon appears on the trigger box.
You can add up to 3 triggers per workflow.

Add actions
  1. Click the More menu (three dots) on the trigger box and select Add next step
  2. Click the Action box to:
    • Choose an action
    • Configure its settings
    • Run diagnostics
8. When the action is complete, it will be marked with a [Image].
You can add up to 20 actions per workflow.

Activate the workflow
  1. When all steps are complete, toggle Activate Workflow in the top-right corner
  2. Review the confirmation message and click Activate
9. 
Your workflow is now active and will run automatically when the trigger conditions are met.

How can we assist you?