Overview

The Workflow Rules feature in WeekMate CRM helps automate routine business processes by performing predefined actions when specific conditions are met. You can create workflows to update records, assign tasks, send email notifications, and automate other activities without manual intervention.

This guide explains how to create a new workflow rule or modify an existing one to match your business requirements.

Before You Begin

Before creating or editing a workflow rule, make sure:

• You are logged in to your WeekMate CRM account.
• You have permission to access Settings and manage workflow rules.
• The module and automation requirements have been identified.
• Any email templates or task configurations required by the workflow are already available.

Steps

Create a New Workflow Rule

1. Log in to your WeekMate CRM account.
2. Navigate to Settings.
3. Open Workflow Rules.
4. Click Add Workflow Rule.
5. Enter the Workflow Name.
6. Select the appropriate Module.
7. Configure the Trigger Event.
8. Define the required workflow conditions.
9. Select the action to perform, such as Update Field, Assign Task, or Send Email.
10. Review the workflow configuration.
11. Click Save.

The workflow rule will be created and will run automatically whenever the configured conditions are met.

Edit an Existing Workflow Rule

1. Open Settings.
2. Navigate to Workflow Rules.
3. Select the workflow rule you want to modify.
4. Update the workflow name, conditions, trigger event, or actions as required.
5. Review the updated configuration.
6. Click Save to apply the changes.

The workflow rule will be updated and the revised automation will be applied to future records that meet the specified conditions.

Video Tutorial

Watch the video below for a complete walkthrough of creating or editing workflow rules in WeekMate CRM.