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 not only reduces manual effort but also enhances productivity and consistency in operations.

In this scenario, we will demonstrate how to execute one workflow based on another, by chaining actions using field updates and then calling another workflow using the “Execute Another Workflow” action.

Prerequisites

• Permissions: Users must have Basic (Create) and Admin (Read All, Update All) access for workflows.
• Product Plan: Elevate
• Entities Involved: Lead, Call Log

Workflow 1: Update Lead Pipeline Stage (Entity – Lead)

This workflow updates the Lead's pipeline stage.

1. Navigate to CRM Settings.
2. Under the Automation section, click Workflows.
3. Click Add a Workflow.
4. Enter a name like: Update lead stage to contacted
5. Set the Entity: Lead
6. Configure Trigger Preferences:

   • Action Type: Immediate
   • Trigger: When the workflow is executed manually or by another workflow (this is key)
7. Set Conditions:

   • You can use All Leads, or define a specific condition if needed. 
8. Set actions to be performed

   • Click Add Action
   • Select Edit Field
   • Field: Pipeline Stage
   • Action: Enter Custom Value
   • Choose Pipeline: Default Lead Pipeline
   • Stage: Contacted
9. Click Save & Activate

Workflow 2: Trigger Pipeline Update via Call Log (Entity – Call Log)

This workflow will execute Workflow 1 when the outcome of a call is "Connected".

1. Go to Workflows and click Add a Workflow.
2. Select Entity : Call Log
3. Trigger Preferences:

   • Action Type: Immediate
   • Trigger Event: On Update
4. Set Conditions:

   • Field: Outcome
   • Operator: Equals
   • Value: Connected
5. Actions:

   • Click Add Action
   • Choose Execute Another Workflow
   • Target Entity: Associated Lead
   • Workflow to Execute: Update Lead Stage to Contacted (created in Workflow 1)
6. Click Save & Activate

Additional Notes

Action Types:

• Immediate – Executes action instantly when trigger is met.
• Delayed – Schedules the action to run after a specified delay.

Trigger Events:

• On Create – Triggers workflow when a new record is created.
• On Update – Triggers when a record is updated.

You can use “Save” to store the workflow for later activation or use “Save & Activate” to deploy it immediately.

Outcome

• When a Call Log is updated with outcome “Connected”, Workflow 2 will trigger.
• This will in turn execute Workflow 1, updating the Lead’s pipeline stage to "Contacted".
  

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