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
- Permissions: Any user with access to read all, update all access in workflow automation
- Product Plans: Elevate
- 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 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 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 ...
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 execute another workflow as a trigger in Kylas
Workflows in Kylas are designed to automate repetitive actions across the sales process. You can create custom rules using Triggers, Conditions, and Actions, allowing the system to automatically perform specific tasks when defined events occur. This ...