How to View Workflow Execution Logs in Kylas CRM

How to View Workflow Execution Logs in Kylas CRM

Kylas CRM provides visibility into the execution of all your automated workflows through the Workflow Action Logs. This section helps you track which workflows were triggered, what actions were performed, and whether they were successful. It's an essential tool for monitoring and debugging your sales automation. automation

Prerequisites

  • Permissions:
    Any user with Basic access (Create) and Admin access (Read All and Update All workflows).

  • Product Plans:
    Available in the Elevate and Exceed plan.

  • Activities to be Completed:
    Create tasks automatically via workflow 
    Review execution of automated workflows

Step-by-Step Process

1. Login to Kylas CRM

Go to https://app.kylas.io and log into your Kylas account.

2. Navigate to Workflow Action Logs

CRM Settings → Automation → Workflows Action Logs


3. Review Workflow Logs

The following details are shown in the logs:

  • Workflow ID

  • Workflow Name

  • Entity ID (related Lead, Deal, etc.)

  • Entity Type

  • Workflow Action

  • Completion Status

  • Executed At (date & time of execution)

If no workflows have been executed recently, the message "No rows found" will appear.


4. Understand Completion Status

  • Success: Workflow action executed successfully

  • Failed: The action couldn’t be completed



5.) Get Additional Execution Details

Click on the three-dot menu (⋮) beside any log entry to:

  • View more details about the execution

  • Understand why a workflow was successful or failed







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