General information on Workflows
38 articles
- Workflow section overviewIn this article, we will explain how to manage the workflow section
- CRM Automation: beta testing instructionsDetailed guide on setting up and using beta version of NetHunt's CRM automation feature.
- What is Workflows in NetHunt CRMFind out what is Workflows feature in NetHunt and how to use it to automate your processes
- Triggers in automationWhat are the triggers in NetHunt workflows
- Actions in workflowsWhat are the actions in NetHunt workflows
- What are Helpers in automationWhat are the helpers in NetHunt workflows?
- Wait for task completion helperIn this article we'll explain you how "Wait for task completion" helper works in automation
- Finishing your workflow properlySet up the stop workflow action when the workflow is branched
- Workflow SettingsHow to customize your workflows
- Automatic task creationIn this article, we will briefly explain how you can automate task creation
- Create PDF actionIn this article we will explain you how to create PDFs in workflows
- How to make an API call to the Telegram channelIn this article, we will show you how to create and transfer data from NetHunt to Telegram
- Workflows: Make API call actionIn this guide, we explain how to use API call action using Telegram bot as an example
- How to use filters in the workflow automationLearn how to filter your records as you include them into your workflow
- How to link newly created records to other records in the same WorkflowIn this article, you will learn how to link together the records in the same Workflow
- Using the wait for date helperLear how to introduce pauses and breaks with this helper to your workflow
- Workflows limitationsEverything you need to know about actions and workflow templates limitations in NetHunt CRM
- How to get your webhook URLGet a webhook URL and connect your CRM with other apps
- Workflow RetriesHow to retry failed runs in your automation
- Duplicate prevention in workflowsPrevent duplicate creation from webforms
- Macros in the inserted linkHow to use macros as an inserted link in Workflow emails
- Wait for the email interaction: "Email bounced" helperIn this article, you'll discover how the email interaction: email bounced helper functions in automation and how you can use it to track bounces effectively
- Automating UniTalk IVR CallsIn this article, you'll learn how to set up automated outbound calls to your customers using the UniTalk integration.
- Triggering workflows with tagsIn this article we'll show you how to trigger a workflow if certain tag is assigned / removed
- How to copy a record to another folder along with the related recordsIn this article you will learn how to copy a record to another folder along with the records that are related to it
- How to use the “Timestamp” macro in workflowsIn this article, we will look at the timestamp macro.
- Make an API call: how to get a response back in NetHuntIn this article we explain how to use Make an API call in Workflows if you want to receive a response back to NetHunt
- How to assign records and tasks by round-robin algorithmAssign new records/tasks created by workflows by round-robin
- How to automatically update CRM recordsFind out how to run field dependency update in NetHunt
- Update related recordsUpdate other related records
- Starting and finishing Workflows with checkbox actionsIn this article, we'll review a couple of cases where you can manually trigger and stop your workflows
- Deactivating workflowsHow to stop your workflow: deactivating and completing the already triggered records
- How to assign already existing records by round-robin algorithmAssign existing records in the workflows by round-robin
- Workflow action: leave a commentIn this article, we’ll explain how the “Leave a Comment” action works in workflows and how to use it to add comments to records automatically.
- Workflow: delete a recordIn this article, we'll show you how to automate the deletion of a record
- Meta Conversion API and Nethunt CRMIn this article, we will explore the option of sending the outcomes of successful deals to META.
- How to set up bulk messaging in messengers in NetHunt CRM using the “API Call” actionIn this article, we will explore the possibility of sending bulk messages to messengers using third-party specialized services.
- Recurring customer greetingsIn this article, we'll show how to add your customers' birth dates automatically, eliminating the need for any extra action from managers.