How to activate Workflows?

How to activate Workflows?

Workflows in Kylas are a powerful tool to automate several activities that are performed repeatedly during the sales process. An active workflow will validate the trigger, conditions, and perform the set actions, 

Prerequisites

  1. Permissions:  Any user with access to read all, update all  access in  workflow automation
  2. Product Plans: Elevate
  3. Activities to be Completed: Creating a company account

Step 1 
Login to Kylas and navigate to Setup -> Automation > Workflows


Step 2:
Click on the ellipsis( 3 dots ) and select "activate" button.


    • Related Articles

    • How to Use Marketplace App Triggers in Kylas Workflows

      Kylas CRM offers powerful automation features using Workflows, and with the addition of Marketplace App Triggers, you can now initiate workflows based on external apps and their interactions. This allows teams to expand automation beyond the ...

    • How to Activate or Deactivate workflow after Creation?

      Workflows in Kylas are a powerful tool to automate several activities that are performed repeatedly during the sales process. An active workflow will validate the trigger, conditions, and perform the set actions, Prerequisites Permissions: Any user ...

    • How to Create Workflow on Meeting

      Workflows in Kylas is a way to automate certain repetitive tasks that are performed throughout a sales process. A workflow helps to write custom Rules based on certain Triggers and Conditions followed by Actions to be performed by the system when the ...

    • How to Create Workflow on Task

      Workflows in Kylas is a way to automate certain repetitive tasks that are performed throughout a sales process. A workflow helps to write custom Rules based on certain Triggers and Conditions followed by Actions to be performed by the system when the ...

    • How to Create Workflow on Call Logs

      Workflows in Kylas is a way to automate certain repetitive tasks that are performed throughout a sales process. A workflow helps to write custom Rules based on certain Triggers and Conditions followed by Actions to be performed by the system when the ...