Who can use this feature?
- All roles with access level "standard" or higher
- Custom feature permissions may apply
- Available on all plans
Workflows are pre-built workflows that automatically assign new tasks, send personalized emails, and update field values. When a customer qualifies for a workflow, typically based on custom criteria, Catalyst applies the automated actions and branching logic defined in the workflow. If the workflow creator allowed manual entry, you can add customers to a workflow on-the-fly—even if the customer doesn't meet the workflow entry criteria.
Admins can configure workflows for your Catalyst instance in settings.
Manually add a customer to a workflow
- Open the object-level view (account, opportunity, contact, or additional).
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From the top bar, click the + > Add to workflow.
Alternatively, you can find this menu from a record within a segment module or a signals pop-up.
The Add to Workflow screen appears. Any workflows applied to the selected record in the last 30 days are listed in the workflow history section.
- Click to select a workflow to apply.
Only enabled workflows that are available for the selected object, not currently running for the selected record, and that allow manual entry appear in the list. - Click Add.
The workflow branching logic begins. Workflows run every 15 minutes; it may take several minutes for actions to be created.