Actions Tab - Workflows

Modified on Mon, 8 Aug, 2022 at 12:01 PM

Actions 

In this section, workflows are created with actions to trigger them.


Workflow Name

This is the name given to this workflow


Draft vs publish

Once a workflow is created, it can either be in draft or publish mode. You can toggle this button to activate/deactivate it.


update and save

Once you are all done creating/editing actions or triggers, make sure to save! Once you save, the date and time you saved will be updated


Zoom

Zoom in and out of the workflow or a particular area of the workflow by clicking this icon.



Test Workflow 

After creating a workflow, you can test run it here before publishing it. You can do that by 
selecting the demo contact then, run the test! 






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