Configuring workflows 

Trigger  

1. Execute based on a record's action: Workflows can be triggered when records are:
   

1. Created.
   
2. Edited.
   
3. Created or edited.
   

1. Execute based on a date field's value: Workflows can be triggered based on the value of the selected date field. For example, you can create a task for the assigned user to follow up on a pipeline record if it is inactive for longer than 15 days. On a Date/Time is only available for Premier and Bigin 360. 
   
   

Condition 

1. Records matching certain conditions: The workflow will only apply to records that match a specific condition. For example, records whose mailing country is the UK.
   
2. All records: The workflow will apply to all the records in the module.

1. Use the AND operator if all the criteria you add must be true to trigger the workflow rule.
   
2. Use the OR operator if only one of your criteria must be true to trigger the workflow rule.
   
3. Use a combination of both AND and OR conditions to create your own logical expressions.
   

Actions 

1. Instant Actions: The action will be triggered immediately when the workflow is executed. Available instant actions are email notifications, creating tasks, updating fields, create connected records, create record action and adding or removing tags.
   
2. Scheduled Actions: The action will be triggered at a specified time interval after the workflow is executed. Available scheduled actions are email notifications, creating tasks, and updating fields, and adding or removing tags.
   
   

Creating workflows 

1. Enter the basic details.
   
2. Specify the trigger.
   
3. Specify the condition.
   
4. Specify the action.
   

Enter basic details 

1. Go to Settings and then Workflows.
   
2. Click +New Workflow.
   
3. In the Create New Workflow pop-up:
   
1. Select the module you are creating the workflow rule for from the dropdown. In case of Pipelines module, select the desired Team Pipeline.
   
2. Enter the Rule Name.
   
3. Enter a description for your workflow rule.
   
   
4. Click Next.

Specify the trigger 

On a Record Action 

1. Click the On a Record Action tab.
   
2. Select one of the following to trigger the workflow:
   
1. Created
   
2. Edited
   
1. Select the checkbox if you want to repeat the workflow whenever the record is edited.
   
2. Choose if you want to trigger the workflow when any field is modified or only when specific fields are modified. Specific field modification is only available in Premier and Bigin360 editions. 
   
3. You can also specify criteria so that the workflow is triggered only when specified fields are modified to meet the set condition.
   
   
   
3. Created or edited
   
1. Select the checkbox if you want to repeat the workflow whenever the record is edited.
   
   

On a Date/Time:   

1. Click the On a Date/Time tab.
   
2. Enter the following details to specify when you want the rule to be triggered:
   
1. Choose the date field which will determine whether the workflow is triggered.
   
2. Select the execution date: Choose to execute the workflow on the date in the field or specify the number of days, weeks, or months after/before the date that workflow should be executed.
   
3. Select the execution time: Choose to execute at the time in the field or enter the time to execute the workflow.
   
3. Select Every Month, Every Year, or Never from the Repeat dropdown list.
   
4. Click Next.
   

1. Choose one of the following:
   
1. Records matching certain conditions
   
1. Specify the criteria.
   
2. Click + to add more criteria.
   
2. All records
   
2. Click Next.
   

To set up email notifications 

1. Click + Email Notification.
   
2. In the Create Email Notification window:
   
1. Enter the Name.
   
2. Choose the Email Recipients from the dropdown list.
   People associated with the module will be listed, you can also add lookup fields that are associated with the modules. 
3. Enter email addresses in the Additional Recipients field separated by commas to send the email to more recipients or to recipients who do not appear in the Email Recipients dropdown.
   
4. Choose an Email Template from the dropdown list or create a new template and click Save.
   

To update a field 

1. Click + Update Field.
   
2. Enter the Name.
   
3. Select the Module from the dropdown.
   
4. Choose the field to update from the Update dropdown and enter the value to update the field to.
   
5. Click Save.
   

To assign an owner to a record

1. Click + Assign Owner.
   
2. Choose the record to which you want to assign an owner.
   
3. You can assign owners based on Roles, Users, and User Fields. Choose the merged fields from User Fields. All records will be assigned on a round-robin basis.
   

4. Check the Assign only to online users box to assign users based on their login statuses.

5. Check the Notify owner via email box to send the owner an email notification.
   
6. Click Save.
   

To create connected records

1. Click + Create Connected Records.
   
2. Choose the Child Team Pipeline.
   
3. In the Create Connected Record popup, you'll have to map the fields from the Parent Team Pipeline to the fields from the Child Team Pipeline. Specify more details related to Child Pipeline such as record owner for the record that will be created in Child Team Pipeline, the stage to which the record should be assigned when it is created, closing date and other relevant details.
   
4. Click Save.
   

To create record 

1. Click on 'Create Record' and choose the module to which you need to create the record.
   
2. Enter the necessary details and then click 'Save.'
   
3. You can use # to merge fields to automatically populate data based on the selected fields.
   
   

The Create Event action is designed to work with a range of supported modules, including Pipelines, Contacts, and Companies.

For those who need to schedule calls as part of their workflow, the Schedule Call action is a game-changer. It's designed specifically for the Contacts module, ensuring that you can automatically schedule phone calls with your contacts without effort.

To add tags 

1. Click + Tags and then Add Tags.
   
2. Enter the tags to add to the record in the Add tags pop-up.
   If you want to add more tags, separate them using comma.
3. Enable the checkbox if you want to overwrite any existing tags with the tags specified here.
   
4. Click Save.
    

To remove tags 

1. Click + Tags and then Remove Tags.
   
2. In the Remove tags pop-up, select the existing tags that you would like to remove and click Remove.
   
   

To add more actions to your workflow rule 

After adding an action, click + New Action and add any other action.