User Guide: Workflow Automation

Pam General, Getting Started, Workflow


Workflow is for automating repetitive business processes through triggered notifications, task assignments, and sharing info with other apps (great for instant follow-up on closed deals, syncing data in multiple apps, and strengthening regulation compliance).

  • Workflow enables you to automate posting Chat messages, creating and posting in Topics, creating and posting in Tasks, sending emails, delivering information between apps, and creating custom flows.
  • Workflow is available only in our Enterprise Plan.