Workflows to automate actions

Created by Julien Pauthier, Modified on Fri, 10 Mar 2023 at 03:03 PM by Julien Pauthier


The Workflows section enables you to automate actions triggered by appointments, CRM activity, forms... and so on.

A workflow is configured with a trigger and an action:

Different types of triggers are available:

Action can be an email, a text message, a CRM tag or a watcher (ie: an API call to a third-party system):

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