Automation & workflows — found from sitemap — Capsule CRM

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Facts read from this source

• Workflow plans Report an error

  “Workflow Automations are available to users on the Growth, Advanced and Ultimate plans.”

• Workflow triggers Report an error

  “The Triggers are either when an Opportunity reaches a specific Milestone or when the status changes to 'Won' or 'Lost'.”

• Workflow actions Report an error

  “The available Actions are: Assign to User, Assign to Team. Add Track and Create a linked Project.”

• Workflow admin only Report an error

  “only a Capsule Admin has the ability to create and update Workflow Automations”

• Workflow email action Report an error

  “Once you have your triggers added, you'll find the Send an Email action in the list of actions to select from.”

• Workflow email sender options Report an error

  “When configuring the action you can choose to either send the email from the 'User who triggers the action' or from a shared mailbox in your account.”

• Workflow recipient logic Report an error

  “Capsule chooses the recipient in this order to ensure the email goes to a person whenever possible.”

• Workflow create on close Report an error

  “Select + Add Action and choose the option to Create Another Opportunity (if it's an Opportunity Workflow Automation) or Create Another Project (if it's a Project Workflow Automation).”

• Workflow test mode Report an error

  “Use the button at the top of the Automation to Test this Automation. That will give you a prompt to create a new test Opportunity/Project in the Pipeline/Board that your Automation is in.”

• Workflow failure notifications Report an error

  “The Super Administrator will also be notified by email of this failure, with a link to the record”

• Workflow automation history Report an error

  “Here, you will be able to view past automation history, including any actions that have failed”

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