Submit Help Request
Help Desk
Submit Help Request

Workflows

Set up your automations
  • Getting Started
  • CRM
  • Special Dates
  • Templates
  • Workflows
  • Embed Forms
  • Notifications
  • Prompts for AI
  • Billing
  • Legal & Security
    • Getting Started
    • CRM
    • Special Dates
    • Templates
    • Workflows
    • Embed Forms
    • Notifications
    • Prompts for AI
    • Billing
    • Legal & Security
  • Setting Up Workflows and Rules

    00:00: This guide will walk you through customizing workflows, automate notifications, setting 00:04: up triggers, scheduling delivery, and selecting communication channels. 00:09: Navigate to th...
magenCRM
—