Workflow Actions

There are different workflow actions that you might want to complete, and these actions can easily be automated. We will look at the different workflow actions available to you.

What are workflow actions?

Workflow actions refer to steps and actions that can be automated as part of a workflow.

For example, workflow actions can send emails to partners to remind them to perform a task.

Different types of actions

Delay

You can stop the workflow using the delay action for a set period. Learn more.

Send email

You can send emails automatically for various purposes and personalize them with different placeholders. Learn more.

Create task

You can create tasks to ensure actions are completed in a specific time. For instance, schedule a phone call, sign a contract, and do a follow-up. Learn more.