I want to create workflows that may takes days to complete (for instance, an email sequence).
I know automations can run quickly, but I want to make a workflow more like a CRM would have.
Any ideas?
I want to create workflows that may takes days to complete (for instance, an email sequence).
I know automations can run quickly, but I want to make a workflow more like a CRM would have.
Any ideas?
Hi Craig,
I have built an approval workflow for my company
The button that sends a mail contains a runActions() that updates some statuses, and then sends an email. The body of the email contains a link to the row needing approval. That link opens a window, showing the next approver’s button.
Regards
Piet
This will probably help! The first YouTube video I ever posted.
Essentially, you define the ways you want the actions to happen (custom delays)
Then, run an automation every single day but just set a condition in your automation to NOT run if the days date is not in your table
Trying to give as much help as I can, but your initial ask is a little short on context. If you give more context I’m happy to give more direction!
That is smart! All the direction I need!
Thank you, Scott!
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