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LESSON 16: CREATE AND SET UP WORKFLOWS

Learning Objectives

• Create a reminder workflow for when an Activity is coming due
• Create a notification workflow for when an Opportunity is created/changed
• Create a set action workflow to change the Opportunity Stage when the Proposal
Due Date has passed

Introduction
Work Flow 2.0 is located in the Administration module and allows you to automate
operations within the system.

A Workflow consists of an initiated Action when an Event affects a Resource (record
or entry type). For example, many accounts set up a Workflow that sends an Email
notification= (Action) when an Opportunity = (Resource) is created = (Event).

The following are available as Workflow Events:
• Convert (when a user or integrated system converts a Lead or Opportunity to an
Opportunity or Project, respectively)
• Create (when a user or integrated system creates a record or entry)
• Date Trigger (when the current date matches a relative amount of time
determined by a Workflow, such as "Proposal Due Date is 30 Days from now")
• Send to External System
• Update (when a record or entry is edited/modified)
• Delete (when a user or integrated system deletes an entry)

Note: Available Events vary depending on the selected Resource.

The following are available as Workflow Actions:
• Email (sends an email to designated recipients)
• Notification (sends a push notification to designated recipients)
• Set ("sets" a designated field to a specified value. Number/dollar fields can be
set equal to custom calculations)
• Webhook (sends an API call to an assigned destination)

Here are three practical examples to walk through to understand how to create a
Workflow.

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