Workflow management rules allow companies to define their business processes without extensive programming skills. These rules allow organizations to automate the process of performing tasks that need to be completed and offer a way to identify possible issues with a process in real-time.

In a workflow rule, the evaluation criteria are set to determine the exact time the action is required to be performed. The criteria could be based on different parameters, including field values records types, ownership of records, and many more. Workflow rules can be set to trigger actions based upon events that relate to notes in a particular module. A business could set the rule to be executed when a note is created or modified to ensure that customer support teams are able to keep track of any mentions of competitors web and respond quickly.

A rule can trigger an immediate action or a scheduled event. Instant actions are triggered at the moment the rule is activated, when scheduled actions occur at later times and dates.

The scheduled action will be carried out at the date and time specified. The action can be an email notification, field update, task, webhook or function. You can also select any existing email notifications as well as tasks, field updates or webhooks to associate with the planned action. You can also choose an appropriate tag to be used to filter recorded data for this specific action.