Workflow management rules offer the ability for businesses to design their own business processes without having to have extensive programming skills. These rules enable organizations to automate the completion of tasks and identify any potential issues in real time.

In a workflow, criteria for evaluation determine when an action should be executed. The criteria could be based on different parameters, such as fields as well as record types as well as the ownership of records and more. Workflow rules can also be configured to trigger actions based on events related to notes within a specific module. A business could set the rule to run whenever a note is created or modified so that customer support teams can easily keep track of mentions by competitors and respond quickly.

A rule can trigger an immediate action, or a scheduled action. Instant actions occur when the rule is activated while scheduled actions are triggered at an earlier date and time.

Once a scheduled task is activated and the action is executed in accordance with the specified date and time. The action could be an email notification, field update, task webhook, or function. You can also select any existing email notifications or tasks field updates, webhooks, to be associated with the scheduled action. You can also select the tag that will be used to filter the recorded data for this action.

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