Workflow management rules allow companies to define their business processes without vast programming expertise. These rules allow organizations to automate the completion of tasks and spot any potential problems in real-time.

In a workflow, criteria for evaluation determine when an action must be executed. The criteria can be based on various parameters, such as field values as well as record types and ownership of records and much more. Workflow rules can also be set up to trigger actions in response to events that are related to notes within a particular module. For instance, a company might configure the rule to trigger when notes are added or modified in order that it is easy for support teams to keep track of competitor mentions in emails and respond promptly.

A rule can trigger an instant action or a scheduled event. Instant actions occur the minute the rule is activated when scheduled actions occur at later times and dates.

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