Workflows
Workflows
What is a Workflow?
A workflow is a sequence of tasks or processes that are automated to achieve a specific outcome. It connects various actions, decisions, and triggers, allowing for efficient, streamlined operations by reducing manual work. It can range from simple to complex, enabling businesses to automate repetitive tasks and improve productivity across different systems and departments.
Overview
Our Workflow Builder feature allows you to automate complex processes with ease, utilizing a no-code, drag-and-drop builder. Whether you’re automating client onboarding, employee training, or integrating third-party APIs, this tool is designed to streamline business operations and increase efficiency.Key Benefits
- No-Code Builder: Design workflows visually without writing a single line of code.
- Drag-and-Drop: Intuitive interface to easily create, modify, and manage processes.
- API Integration: Seamlessly connect with external tools and services.
- Automation: Eliminate repetitive tasks, reduce manual work, and avoid errors.
- Triggers: Start workflows based on specific events or actions.
- Scalability: Build simple workflows or complex multi-step automations that scale with your business.
How Tos
- How to create a workflow?
- What is a trigger?
- What is a module?
- How to add a module?
- How to select data from another module?
- How to change trigger/module?
- How to delete module?
- How to add router node?
- How to change background color/text color?
- How to auto arrange modules?
- How to delete workflow?
- How to turn grid on?
- How to change grid size?
Triggers
- Webhooks
- Pipeline Changed
- Assignment Created
- Get All Assignments
- Assignment Edited
- Client Created
- Client Edited
- Personnel Created
- Personnel Edited
- Consultation Created
- Review Created
- Ticket Created
- Ticket Edited
- Leave Approved
- Leave Created
- Leave Denied
- Memo Created
- Announcement Created
- Form Submitted
- Update Ticket