Automation & workflows — found from sitemap — Close

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Facts read from this source

• Workflow step types Report an error

  “Step Type Email Communication Call Communication SMS Communication Assign User Operational Task Operational Create Opportunity Operational Update Lead Operational Update Opportunity Operational Filter Operational”

• Workflow email templates Report an error

  “A shared Email Template is required for all Workflow Email steps.”

• Workflow call chloe AI Report an error

  “Assigning calls to Chloe – When a Call step is assigned to Chloe, she will make the call automatically, and no rep involvement is required.”

• Workflow chloe geo limitation Report an error

  “Chloe is limited to the US. The Recipient contact must have a valid US phone number.”

• Workflow sms templates Report an error

  “A shared SMS Template is required for all Workflow SMS steps.”

• Workflow sms mms support Report an error

  “At this time, MMS messages containing photos and attachments are not supported in SMS steps.”

• Workflow sms cost Report an error

  “SMS sent as part of a Workflow will incur the same telephony usage costs as any other SMS sent from Close.”

• Workflow sms draft review in development Report an error

  “Create Draft for Review 👀 This functionality is in development and will be available soon.”

• Workflow no round robin Report an error

  “The Assign User step does not support round robin or rotation assignment at this time. In order to accomplish this, we recommend using Zapier and Google Sheets.”

• Workflow task optional Report an error

  “By default, the Task must be completed by the assigned User in order for the Workflow Run to continue. When “Optional” is selected, the Run will continue immediately after the Task is created”

• Workflow update lead enrichment Report an error

  “One or multiple fields can be updated in a single step, and fields can be updated using static values, dynamically using reference data from the trigger event, or via Enrichment.”

• Workflow filter behavior Report an error

  “If the Filter conditions are met, the Run will continue. If the Filter conditions are not met, the Run will be paused.”

• Workflow filtered run resume Report an error

  “just navigate to the Run in the Runs view and click “Resume” from the Actions menu at the top left. The run will continue immediately and process the next step in the Workflow.”

• Workflow artifacts Report an error

  “As a Workflow processes its Trigger and Steps, each one emits “Artifacts”, or individual fields that become available for use later in the Run.”

• Workflow active run updates Report an error

  “When a Workflow is updated, any saved changes are reflected immediately on any new or future steps on active Runs.”

• Workflow opportunity selection Report an error

  “When the Opportunity event trigger is selected, there are three choices for which Opportunity you can update: The Opportunity that triggered the Workflow The newest Opportunity on the Lead (by date created) The oldest Opportunity on the Lead (by date created)”

• Workflow single recipient Report an error

  “There can only be one Recipient contact per Workflow.”

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