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