FAQs in this section
Can I reorder the sequence of workflow actions?
Can I attach a file in an email sent via a workflow?
How can I send emails using workflows?
How do I create a workflow?
How do I delete sample (default) workflows?
Can I create a workflow to perform different actions based on different values of a picklist field?
What is the difference between normal and scheduled workflows?
Can I trigger a workflow at a specific date?
What are Scheduled Workflows?
What are Multi-path Workflows?
What is a workflow trigger?
What are Workflow entry criteria?
What is a workflow action?
What are the benefits of using Workflows?
How many standard workflows can I create?
How many multi-path workflows can I create?
How many actions can I include in a standard workflow?
How many actions can I include in a scheduled workflow?
How many actions can I have in a multi-path workflow?
What are the types of workflows available in Vtiger?
What are the different components of a workflow?
Is it mandatory to specify entry criteria for a workflow?
Can I create a workflow without any entry criterion?
I want my workflow to consider only weekdays while checking conditions. Is this possible?
Can I obtain the date on which a contact has subscribed to email marketing?
Can I obtain the time at which a contact unsubscribes from email marketing?
How does the Update Fields workflow action work?
How does the SMS Task workflow action work?
How does the Create Record workflow action work?
Can I automate the creation of records in the CRM?
Is there a way to automatically update fields when a certain event occurs?
Can I automate the sending of an SMS?
How do I set up the Update Fields Workflow action?
How do I set up the SMS Task workflow action?
How do I modify existing workflows?
Can I deactivate a workflow if I do not need it?
Can I insert an email signature while configuring the Send Mail action in workflows?
What is the maximum size of the files that I can attach in a workflow's Send Mail action?
How do I invoke a custom function using workflows?
What does the Create Task action in Workflows do?
What does the Create Event action in Workflows do?
How do I automate the creation of events?
Can I create recurring events using workflows?
How many scheduled workflows can I create?
I do not have Write permission. Is there a way I can still create records?
Can I automate the sales process in Vtiger?
What are Workflows?
Table of Contents
Workflows in Vtiger CRM will streamline your business by automating operations like sending emails, creating activities, updating fields, etc. As tasks are performed automatically, you need not have to execute them manually, saving you time.
Refer: How to create a workflow in Vtiger.
Refer: How to create a workflow in Vtiger.
Workflows are a unique Vtiger feature that help you automate repetitive tasks. A workflow needs the following to function:
- A trigger to activate it
- A set of entry criteria to be fulfilled after it is triggered
- A set of actions that must be executed when the entry criteria are met
- Sending emails
- Creating events, tasks, and other records
- Updating CRM fields
- Send SMS messages
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