Workflow management rules let businesses to define their business processes without vast programming expertise. These rules enable organizations to automate the task of completion and to identify any potential issues in real time.

In a workflow, the evaluation criteria determine when an action should be completed. The criteria may be based upon a variety of parameters, such as fields as well as record types as well as the ownership of records and more. Workflow rules can also be set up to trigger actions in response to events related to notes in a specific module. For example, a company could set up the rule to execute when notes are added or modified, so that it is easy for customer support teams to keep track of any mentions of competitors in emails and respond promptly.

Once a rule has been activated and the rule is activated, the site action could be either an immediate one or a scheduled one. Instant actions are triggered at the moment the rule is activated, while scheduled actions are triggered at an earlier date and time.

The scheduled action will be carried out at the date and time set. The action could be an email notification or field update, task webhook or function. You can also choose any existing email notifications, tasks, field updates or webhooks to associate with the planned action. You can also select the tag that will be used to filter recorded data for this action.