Workflow Actions
The CRM Busywork, Done for You.CRM workflow automation with six actions that each do real work on your records.
When a rule fires, its actions do the work your team used to do by hand: send the email, assign the owner, create the task, update a field, move the deal to its next stage, or send the update to another system. They run in the order you set, and one failing never undoes the rest.
- Six real actions
- Run in your order
- A check on each action
How it works
- A rule firesA deal moves or a lead goes quiet
- Each action checksIts own condition, before it runs
- Actions run in orderEmail, owner, task, field, stage, webhook
- The run is loggedErrors collected, the rest still run
Less Admin. Nothing Forgotten.
Assign an owner as soon as a lead or deal needs one, by rule instead of by hand.
Create a task when a deal moves or a lead goes quiet, so the next step is never left to memory.
Set, increase, decrease or append to fields on leads, deals and activities automatically.
Send the update to another app with an outgoing webhook, as part of the same rule.
From Trigger to Finished Work.
Pick a Trigger
Choose what starts the rule, like a deal stage change or a new record.
Add Your Actions
Add actions in the order they should run, each with its own optional condition.
Switch It on
Turn the rule on. Each run is logged with its result, any errors and how long it took.
What CRM Workflow Automation Can Do for Your Team.
CRM workflow automation runs the routine record updates your team would otherwise do by hand. When a trigger fires, the rule’s actions do the work, so no one has to remember to assign the lead, create the task or update the deal.
What can CRM workflows automate in Adoptiv? Six actions, and each does real work. Send an email. Automatically assign leads and deals to an owner. Create tasks automatically. Update fields automatically on leads, deals and activities: set, increase, decrease or append. Move the deal stage automatically along its pipeline. Or call an outgoing webhook to tell another system.
Actions run one after another, in the order you set. If one fails, the error is collected and the rest still run. Each action can carry its own check, written with workflow conditions, so a rule can act on part of what it matched and leave the rest.
Two actions are careful by design. Emails go out only through your workspace’s own mail server, and a missing server returns a message saying where to add one. The outgoing webhook refuses private addresses, follows no redirects and gives up after five seconds. That is sales workflow automation without surprises. To receive data instead, use inbound webhooks.
Six Actions, Each Doing Real Work.
Set the owner on leads and deals by rule.
Send the update to another system, with a five-second limit.
For Teams with Better Things to Do Than Data Entry.
Workflow Actions vs Doing It by Hand.
| What | Manual CRM updates | With Adoptiv |
|---|---|---|
| A new lead needs an owner | Manual CRM updates: Waits for a manager | With Adoptiv: Assigned by rule when it is created |
| A deal moves stage | Manual CRM updates: Someone creates the follow-up task | With Adoptiv: The rule creates the task |
| Keeping fields current | Manual CRM updates: Typed in, when someone has time | With Adoptiv: Set, increased or appended automatically |
| Telling other systems | Manual CRM updates: Copy and paste | With Adoptiv: An outgoing webhook in the same rule |
| When something fails | Manual CRM updates: Nobody notices | With Adoptiv: The error is logged, and the other actions still run |
Workflow Actions Questions, Answered.
What is CRM workflow automation?
Rules that do routine CRM work for you. When something happens, like a deal changing stage, the rule runs actions such as assigning an owner, creating a task or sending an email.
What actions can a workflow run?
Six: send an email, assign an owner, create a task, set a field, move a deal along its pipeline, and call another system with a webhook.
What happens if one action fails?
The error is logged and the next action still runs, so a failure in the third action never undoes the first two.
Which mail server do workflow emails use?
Your workspace’s own outgoing mail server. If none is set up, the action fails with a message telling you where to add one.
Can one rule act on some records and not others?
Yes. Each action has its own condition, so one rule can update a field for some records and assign an owner for others.
Can a workflow move a lead along the pipeline?
Pipeline moves are for deals only. For leads, use set field or assign owner.
What is an outgoing webhook?
A message your workflow sends to another system’s web address when the rule fires. Adoptiv refuses private addresses, follows no redirects and waits up to five seconds for an answer.
Do workflow actions run straight away?
Yes. They run as part of the rule’s own run, one after another, as soon as it fires.
Can workflow emails include lead details?
Yes. Values from the record can be merged into the subject and the body of the email.
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