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What is a workflow action?

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A workflow action is an automated task that is performed when a workflow is executed. 
For example, when a deal's status changes to 'Negotiation', you can automatically schedule a meeting 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

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