Automation

Easily automate repetitive tasks with a versatile combination of triggers, conditional flows and actions to save your time countless hours worth of work.

When a record is created under a specific list, have this automation do specific actions based on conditions that you determine, you can use it to notify the team leader when a top urgency ticket is created, reading the full article to better understand how and when to use.

When a specific field is updated under a specific list, this automation will help you work more specific automations based on the user’s actions, like sending an email when the status is updated, Check the full article to see how you can do this.

By selecting a date type field, you can have automations triggered when, before or after the time in the selected field, ideal for reminders and follow ups, to learn how to configure these types of automations in the full article.

Easily create automations that take care of recurring tasks so you don’t have to.

Transform your lead into a deal, create a follow up task, clone a record or a task with a click, all and more can be easily done with the create record action, see how you can do this and more by checking out the full article here.

Automatically update the status of a record, change the assignee based on a specific status, link a lead to an existing contact if the phone number matches, and much more can be achieved with this action.

Using the automations, you can create a smart notifications system for your workspace.

There are endless scenarios where you will need to send automated emails either internally or to external collaborators.

Automate sending emails through a simple integration with your gmail account.

Send automated SMS messaged using our integration with providers such as Twilio and Unifonic.

If you use a record to store data for a certain period, or want to set up a criteria to remove invalid records, you can automate this process with the delete record action.

Have your automation actions execute only on specific status, when a specific user takes the action, when the client is interested in a specific product, or a combination of all of the above and more, to learn how to write and combine conditions check the full article here.

Easily update all records matching a criteria.

Handling various actions based on different conditions is as easy as click, send a different email depending on each status your lead goes through, assign a different sales representative based on the preferred language of your prospect and much more, to see how you can do this and more check the full article here.

Handle multiple cases under a single automation

Workiom Communicates with other apps through Webhook, sending and receiving messages to execute actions and carry on processes across multiple apps.

Request data from other Apps and use it in Workiom.

Loop through all records in a list and apply an action to them.