Workflows
General Workflows can be used to automatize several actions in modules. Workflows are triggered by changes made in the target...
Automation & Workflows
How to set up and manage automations and workflows
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Scheduled Tasks
General With scheduled tasks it is possible to automatize the use of target groups. You can for example set a target... -
Creating Activities for a User with Automation
General You can create activities in mass for the assignee of the accounts or contacts in a target group, or some... -
Update Information to Linked and Current Entity
General This workflow gives the possibility to update information beyond the saved entity. For example, when the potential is saved,... -
Scheduling Target Group Activities
General You can create activities in mass for the assignee of the accounts or contacts in a target group, or some...
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