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? What are 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 scheduled 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? I do not have Write permission. Is there a way I can still create records? How does the Update Fields workflow action work? How does the SMS Task workflow action work? How does the Create Record workflow action work? 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? Can I automate the sales process in Vtiger?
Can I automate the creation of records in the CRM?
Table of Contents
Yes, you can with the help of the Workflows' Create Records action. You must specify the entry criteria that will trigger the creation of records and then set up the action.
To learn more about the setup, click here.
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