Workflow Automation
No-code When, If, Then rules that notify, email, assign, create tasks, update fields or call a webhook when a record is created or updated: templates, the rule builder, actions, activity history, limits and permissions.
Articles in Workflow Automation
WFA-01Get Started with Workflow AutomationNewAll editions. Requires the Workflow Automation add-on for your company. CrmLeaf support must also switch automations on for your account; until then you can build rules but they do not run.WFA-02Start from a Workflow Automation TemplateNewAll editions. Requires the Workflow Automation add-on and the permission to add automations.WFA-03Build an Automation Rule from ScratchNewAll editions. Requires the Workflow Automation add-on and the permission to add automations. Actions are covered separately in How to Configure Automation Actions.WFA-04Configure Automation ActionsNewAll editions. Requires the Workflow Automation add-on. Which actions are offered depends on the record type and on which actions are switched on for your account.WFA-05Turn Automations On and Off, and Delete ThemNewAll editions. Requires the Workflow Automation add-on. Switching on and off needs the update permission; deleting needs the delete permission.WFA-06Read the Automation Activity LogNewAll editions. Requires the Workflow Automation add-on and the permission to view automations.WFA-07Workflow Automation Limits, Safety Nets and TroubleshootingNewAll editions. Requires the Workflow Automation add-on. Your plan sets how many active rules, conditions and actions you can have.WFA-08Who Can See and Change AutomationsNewAll editions. Requires the Workflow Automation add-on. Permissions are set in the same place as the rest of your roles.WFA-09Workflow Automation ExamplesNewAll editions. Requires the Workflow Automation add-on, with the actions each example uses switched on for your account.
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