Workflow Automation

Workflow Automation allows you to define rules that trigger automatic actions when specific conditions are met.

Creating a workflow

1. Go to Settings > Workflows > Create Workflow.

2. Define the trigger:

   • Event — Lead created, deal stage changed, form submitted
   • Conditions — Additional filters (e.g., source is Facebook, amount > 100,000 AED)

3. Define the action:

   • Assign lead to agent — Assign based on rules or rotation
   • Send notification — Email, SMS, or in-app notification
   • Update status — Automatically change lead or deal status
   • Create task — Generate a follow-up task
   • Send webhook — POST data to an external URL

4. Save and enable the workflow.

Available triggers

• Lead created
• Lead status changed
• Deal stage changed
• Form submitted
• Payment received
• Task overdue
• Agent reaches capacity

Available actions

• Assign to agent
• Send email notification
• Send SMS
• Update status
• Create task
• Send webhook
• Add to pipeline