Workflows & Automations

Automate tasks like record updates, task creation, and lead follow-ups with workflows, keeping your sales process efficient and organized.

• Getting started with Workflows
• Set workflow trigger conditions
• Understanding Webhooks in Invelo Campaigns and Workflows
• Add actions to your workflow
• Managing Your Workflows: Pause, Clone, or Delete
• Using the Editor in Workflow
• Workflow Overview
• Using the Enrollments Tab to Track Workflow Progress
• How to Filter by Status in the Enrollments Tab
• Understanding Re-enrollments in Workflow
• How to Unenroll Records from a Workflow
• Understanding Property Workflow Filters
• Understanding Contact Workflow Filters