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 selected Trigger and Conditions match. Workflows can save a lot of time that a salesperson might be spending in performing those tasks manually.
Prequisites
Permissions: Any user with Basic access (Create) and Admin access (Read All and Update All workflows).
Product Plans: Elavate
Activities to be Completed: Create tasks automatically via workflow
Step by Step Process
1.) Login to Kylas and navigate to CRM settings -> Automation -> Workflows.
2.) Click on add new workflow under Automation option.
3.) Add the workflow name and select the entity (lead, Contact, deal) on which you want to set the automation.
4.) Set action type and trigger preference, click on delayed action and select the option eg. as when lead is created or updated.
5.) Set conditions to schedule the action and select the option as based on condition.
6.) Select when to perform action, enter the details like time reference, date properties, repeat and recurrence frequency.
7.) Set condition to execute the action, select the option as based on condition and enter required details.
8.) Set action to be performed, select any one option as edit field, webhook, reassign, create task and send email.
9.) Click on add task and enter the required details, save it.
10.) Once all the details are updated, click on save and activate option.
11.) Click on scheduled action under automation.
12.) Click on scheduled action, lead will be shown and trigger count will be increased as per condition.
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