FAQs in this section
What is a workflow action?
Table of Contents
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.