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Creating a New Workflow in RocketCRM
Creating a New Workflow in RocketCRM
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Written by Samantha McLarty
Updated over 2 weeks ago

  1. Click "Automation"

  1. Click "Create Workflow"

  1. Click "Start from Scratch"

  1. Click "Add New Trigger"

  1. Select what you want to trigger the automation to run.

  1. Click this icon to add an action (what you want the automation to do).

  1. Select the action.

  1. Click to "Publish"

  1. Rename your automation.

  1. Click "Save"

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