Simplify you daily tasks with workflows

Automating repetitive tasks is now possible thanks to workflows. Increase efficiency by enabling reps to select enrolment criteria and follow up actions.

Check them out!

How do they work?

Workflows are a group of triggers that are executed based on specific criteria you previously define. With this new feature, you will be able to reach a new level of customization that will allow you and your team to get the most out of Bloobirds.

Elements

Each workflow is formed by:

• Triggers: These are basically what cause the workflow to execute. They can be as generic or specific as you want.
• Filters: They allow you to make your workflows more specific. They can be customized based on each client’s data model.
• Actions: After we know the object and the information triggered, actions define what to update and how to do it.

What do we offer

You’ll see an overview of all your workflows, with their information such as status, number of runs, author, creation date, or last update. Not only that, but also the possibility of activating, disabling, duplicating, or editing any of them. If you are the creator of a workflow, you’ll be the only one able to delete it.

Conditions can be included and will allow you to personalize your workflows even more. Filters such as author and status can be found so the overview can be chosen and personalized.

You’re now in the loop

Up to date with our news but still want to know more? Book a quick call with us and make sure you take advantage of the latest features; all of them have been incorporated thanks to the feedback we receive from our users.

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