What is a Workflow?

What is a Workflow?

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. 

Few business use cases where a workflow can be useful:
  1. Reassign a Lead to a user when a Lead is in a certain pipeline stage.
  2. Send a welcome email to every Lead created in the system.
  3. Send Lead's email di to Mailchimp account to add to the mass mailing list.


    • Related Articles

    • 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 ...

    • How to send Emails 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 ...

    • 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 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 ...