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 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 a workflow in Kylas CRM?

      This article covers the steps to be followed and the pre-requisites for creating a workflow in Kylas CRM. Prerequisites Permissions: Any user with access to Control Center along with the permission to Create to workflow and read access on required ...

    • How to create time based workflow (delayed action)

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

    • How to Create webhooks using Kylas workflow ?

      Webhooks are user-defined HTTP callbacks that are triggered based on some event in one system and send data to another system API. Prerequisites Permissions: Any user with access to Create/Update workflows Product Plans: Elevate. Activities to be ...

    • How to create Tasks using Kylas workflow?

      Workflows in Kylas is 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 ...