Workflow

Step-1: Click on the Admin portal from the top right corner drop-down.

Step-2:Select the Workflow Module in the Admin portal.

Step-3:Select the New Workflow tab.

Step-4: Enter the Workflow name and Description -->Click on the Next button.

Step-5:Drag and drop the Event.

There are two types of Event -Account Events and Scheduled Events.

Select the desired option and continue creating the workflow by dragging and dropping the Action, If else, and Data as needed and click on Save.

The work flow gets created successfully.

Here are walkthrough videos 

For Account Event.

Sending Email when KPI value Changes

Assigning Playbook based on the score component.


Assigning Member to newly created account

For Scheduled Event.




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