Workflows

Workflows Templates and Workflows Categories Shortcodes Workflow: Call Contact

Workflows

* Page referenced in this article: workflows page.

Workflows are designed to help automate repetitive tasks, streamline client communication, and improve operational efficiency throughout your firm. Whether it's automating follow-up emails, scheduling tasks, or managing client onboarding, workflows reduce manual effort, ensuring your team can focus on what truly matters—building relationships and driving growth.

Creating a Workflow

Follow these steps to set up your first workflow:

Start a New Workflow: Click on the New Workflow button to begin creating your workflow.
Choose a Trigger: Select your trigger from the following options:
- Manual Trigger: Start workflows manually.
- Contact Created: Trigger workflows when a new contact is added.
- Contact Updated: Trigger workflows when a contact’s information is modified.
Set Up Filters: Apply filters to narrow down the contacts the workflow will affect. Filters can be set based on standard or custom contact fields.
Add Actions: Define the actions your workflow will perform, such as:
- Send Text Message: Notify contacts or team members via text message.
- Send Email: Automate personalized email communications.
- Update Contact: Automatically update contact details.
- Create Task: Assign tasks to your team members automatically.

Need more help?

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