Actions Tab

Created by Ezra Weinstein, Modified on Thu, 29 Sep 2022 at 10:09 AM by Hannah Harris

To learn more about workflows and how to build them, check out the "Workflow Training" **** section under the "Advanced Training" help center menu! Click here to check out the Workflow Training!




In this section, workflows are created with actions to trigger them.


Workflow Name


This is the name given to this workflow


Draft vs publish


Once a workflow is created, it can either be in draft or publish mode. You can toggle this button to activate/deactivate it.


update and save


Once you are all done creating/editing actions or triggers, make sure to save!


Once you save, the date and time you saved will be updated




Zoom in and out of the workflow or a particular area of the workflow by clicking this icon.


Test Workflow


After creating a workflow, you can test run it here before publishing it. You can do that by selecting the demo contact then, run the test!


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