Workflow Automation


Workflow Automation

Bring your business to the next level with powerful workflow automation. Define custom workflows, decide when they execute, set unlimited filters and actions for each.

Workflow automation is especially effective to cut down on manual data entry, and redundant tasks. Any redundant action a person is currently doing can be automated with the workflow automation feature.

Whether you want to automate your customer onboarding process, build a sales cadence that automatically assigns leads to specific reps, or configure a series of emails to drip out to your leads or customers, all of it can be done with workflow automations.

Get Started Schedule Demo
Workflow Automation
Workflow Rules

Workflow Automation Rules

Create conditions or criteria that when met will trigger actions within Snapforce.

Create rules to trigger specific reactions when record types are created, edited, or deleted.

Create date/time rules that trigger actions when the date is approaching or is reached.

Create value rules for incrementing fields that will trigger certain actions when a certain number is reached.

Execute On

Create custom workflows for your business that are executed automatically on:

When a new record is created, when an existing record is edited, when a record is deleted, execute on a specified date, execute on a recurring timeframe.

CRM Execute Workflow
Workflow Assignment Rules

Assignment Rules

Specify a sequence of rules required before a record can be entered into the system.

Create a submission system, in which all records within the selected module must be submitted and approved prior to write/delete access being allowed.

Set conditions in which these records must meet prior to moving along in the approval process. Reject any records that do not meet all conditions.

Workflow Automation Actions

The actions of the workflow automations are the items that should occur when the rule is triggered. Workflow automation actions include Email, SMS, Robo-call, Edit, Create, and Delete.

Case Escalation Rules