Workflow Automation

A Workflow Automation is like a little automated robot that takes the drudgery out of manual data entry and tedious tasks. All you do is create the criteria for the robot and tell the robot what to do and like magic, it’s done. For example, when a lead is created you can create a workflow to automatically send out an email and then a follow up email 3 days later. Or if a sales opportunity closes a workflow can notify the boss and then automatically create a project. With Insightly’s Workflow Automation, the days of many manual tasks are eliminated!

Workflow Automation Interface Screenshot
  1. Create a new process, where you’ll choose the record type to watch and how often to evaluate records.
  2. Choose when evaluation criteria will be used.
Workflow Automation Interface Screenshot
  1. Specify the order of operations in evaluation criteria

Video

Workflow Automation Video Screenshot