![]() Create Entity Task-lets admin to create and update the records when the workflow conditions are satisfied on a parent record.Update Fields Task-Update the fields on selected module if conditions are satisfied.Invoke Custom Function Task-calls certain specific methods on the entity objects.Create To-do Task -Create a new calendar to-do when the condition is matched.Create Event Task – Create a new calendar event when the condition is matched.Send Email Task – Send an email notification when the condition is matched.There are seven predefined Tasks currently available We need to set up the action we need the system to do. So far we have defined when this workflow should be running, under which conditions, and now is where the magic happens. If you already know how to create filters, then you shouldn’t find any problems working with this option. Then, it would be a good idea only to send it when the Opportunity stage is Closed Won as the example below. Let’s say for example you need to send a thank you note to a customer. Step 2: Choosing a conditionĪ workflow condition is a way to filter the trigger execution, to make sure the workflow is running exactly when we need to. To accomplish this, we can create a new workflow to send this email, each time someone saves or edits the account the sales rep owns. For example, let’s say we want to make sure the sales rep gets an email, each time we update one of the account phone numbers. This option allows us to check a condition each time we modify a record. 3) An example of “Every time the record is saved” and “Every time a record is modified.” So when the order is marked as delivered, it sends an email to the customer saying that he should be receiving the product, and schedule a phone call with the sales rep to follow up with this new customer, seven days later just to make sure everything is OK. ![]() In this case, we can create a new workflow. For example, you want to follow up with every customer seven days after they get the order to their door. This option allows us to validate a condition and trigger a workflow, the first time this condition is met. 2) The example of “Until the first time the condition is true.” The first option is “Only on the first save.” It is useful when you want to notify someone of a newly created record. For example, let’s say one of your contacts calls you with some issue regarding an order or product, they previously purchased from you. In this case, you might create a new ticket to record this issue, and automatically notify the client of the ticket number and other relevant information about the current issue.
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