Workflow management rules let businesses to define their business processes without extensive programming skills. These rules allow organizations to automate the execution of tasks that need to be completed and provide an opportunity to pinpoint potential issues with a process in real-time.
In a workflow, criteria for evaluation determine when an action should be carried out. The criteria can be based on various parameters, including field values records types as well as the ownership of records and much more. Workflow rules can be configured to trigger action based on events related to notes within a particular module. For instance, a firm could configure the rule to trigger when notes are added or modified, so that it’s easy for customer support teams to keep track of mentions of competitors in emails and respond promptly.
A rule can trigger an instant action or a scheduled action. Instant actions take effect within minutes after the rule has been activated. Scheduled actions trigger later.
The scheduled action will be executed at the date and time specified. The action could be a task, email notification field update webhook, or function. You can also choose any existing email notifications fields, tasks, or webhooks to link with the scheduled action. You can also choose a tag that will be used to filter data recorded to be used in this action.
