How to Configure the Action Step

How to Configure Action Step

Introduction

• Purpose: This article explains how to configure an Action Step in the Workflow Builder. Action Steps are used to perform specific tasks like sending notifications, updating records, or executing predefined processes within a workflow. This guide is for users looking to add functionality and automation to their workflows.

Selecting Action to the Workflow

• Click Action to configure the action step type.
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Configuring Conditions

•  This step allows you to set the conditions under which the action will execute. You can define conditions based on fields, variables, or specific triggers within your workflow.
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Action Selection

• After defining conditions, choose the specific action you want to configure. The options displayed will depend on the integrations available in your system.
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Need More Help?

Contact Support: For further queries, reach out to our Support Team.

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