Workflows And Triggers
This section details how Campaign Triggers can help you automate tasks as you work through your leads, assign them a client status and engage with them through SMS and email. The articles below include how to create triggers and provide examples of them in use and what they are commonly used for. There are also articles on Workflows which can be used to create an automated process off the back of a trigger.
- Data Delete Trigger Action
- Creating a Workflow
- List of Workflow Examples
- Creating a Trigger
- List of Triggers and Examples
- Trigger to Generate Documents and Send to Signable
- Pushing cases from HubSolv
- Utilising Notifications in HubSolv
- Notifications from another HubSolv account
- Assigning New Leads On A Round Robin Basis
- Posting an Access Code to Diallers and External Systems