FAQs in this section
What is a workflow trigger?
Table of Contents
A workflow trigger activates a workflow.
For example, when a deal's status changes to 'Negotiation', you can use a workflow to schedule a meeting automatically with the contact by creating an event in the CRM.
In this situation:
- The status change is the trigger
- Status = Negotiation is the condition
- The creation of an event is the action
To learn more about workflows, click here.