Built-In Workflows
Workflows provide a powerful way to reach your customers, support your customers, and set internal reminders with automated protocols. You can set any conditions (If X, then Y) to achieve varying work tasks.
![](https://www.boruapps.com/wp-content/uploads/2017/12/Creating-Workflows.png)
Examples of How Workflows are Used:
- Trigger email / text follow-ups to an original email / text
- Send an email/text follow-up based on your clients response (X = If they click on a link in email, Y = send a follow-up about link)
- Change fields on records depending on status (If a lead status field is X, send Y email)
- Assign a certain sales rep based on the region the client is in (If the zip code field = X, it will be assigned to Y sales rep)
- Much more! You can set conditions to fit your business needs.
Set Up a Workflow:
Step 1: Go to CRM Settings
![](https://www.boruapps.com/wp-content/uploads/2017/12/CRM-Settings-2.png)
Step 2:
Vtiger 7: Go to Automation > Workflows, then Click “New Workflow” Button
Vtiger 6: Go to Other Settings > Workflows, the Click “New Workflow” Button
![](https://www.boruapps.com/wp-content/uploads/2017/12/new-workflow-button.png)
Step 3: Select the Module, Add the Description, and “Specify When to Execute this Workflow”
![](https://www.boruapps.com/wp-content/uploads/2017/12/step-3.png)
Step 4: Add Conditions
![](https://www.boruapps.com/wp-content/uploads/2017/12/Conditions.png)
Step 5: Add Tasks that will be triggered based on the conditions and Save
![](https://www.boruapps.com/wp-content/uploads/2017/12/Task-for-Workflow-1024x573.png)
Contact us to learn more or for help with your Vtiger CRM!
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