Workflow management rules allow companies to define their business processes without extensive programming skills. These rules allow organizations to automate the task of completion and detect any issues in real time.

In a workflow, criteria for evaluation determine when an action must be performed. The criteria may be based upon a variety of parameters, such as field values and record types as well as the ownership of records you could try these out and more. Workflow rules can be set up to trigger action based on events involving notes in a particular module. For example, a company could set up the rule to be executed when notes are added or modified so that it is easy for support teams to keep track of any mentions of competitors in emails and then respond quickly.

A rule can trigger an immediate action or a scheduled one. Instant actions take effect immediately after the rule is activated. The scheduled actions are activated later.

The scheduled action will be executed at the date and time set. The action can be an email notification, task, field update, webhook, or function. You can also choose any existing email notifications or tasks, field updates, webhooks to be linked to the scheduled action. You can also choose tags to use to filter the recorded data to the specific action.

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