TAP Workflow-Automatisierung

Just some of what’s covered:

  • Button Field Type: A new field type can be used to trigger a variety of actions at the stage level, including both out-of-the-box and custom API calls/integrations, notifications, child workflows, and form mappings.
  • Multiple API Calls on Stage/Relationship: Configure up to 5 API calls on a given stage or relationship to execute in series, or linked to specific actions/fields.
  • Workflow Flags: Create Flag Conditionals and apply them to stages. When triggered, workflow records will highlight on the dashboard according to the color/rules you’ve set up.

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