Video walkthrough
Phase 3 Automation #1: Introduction To Automation Workflows
In this video, we’ll be looking at automation workflows within the CRM. To access your automation workflows, click…
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Automation workflows
Build automations that do the admin for you.
Video walkthrough
Phase 3 Automation #2: First Small Automation
Now that we have our status change workflow, I would like to set up this trigger to listen out for specific events. In…
Video walkthrough
Phase 3 Automation #3: Navigating Data Records
In this video, we’re going to navigate between different data records. To demonstrate I have changed a status multiple…
Video walkthrough
Phase 3 Automation #4: Re-running Automations
In this video, we’re going to see how the rerun function works. Because we have multiple data records, there might be…
Video walkthrough
Phase 3 Step #5: Building Out Workflows (Part 1)
In this video, we’re going to expand on our existing workflow to perform various actions. In this case, I would like…
Video walkthrough
Phase 3 Step #6: Building Out Workflows (Part 2)
In this video we’re going to expand on our existing workflow and we would like to see that after the status has…
Video walkthrough
Phase 3 Step #7: Building Out Workflows (Part 3)
In this video, we want to expand on our workflow even further. I would like to see that after the status for this…
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