Workflows in Livespace allow you to create cause-and-effect links between different activities – without the need for specialist knowledge. Thanks to this, you will organize and accelerate your sales activities.
Availability and number of automations depend on your Livespace package. You can find details of the limits in our price list.
In this article:
What are the workflows?
Workflows allow you to link an event (trigger) with an activity (action). In practice, this means that when you perform action A in Livespace (for example, filling in an additional field), action B will also be performed automatically (for example, marking an action in the sales process).
The available version of automation is based on combining additional fields with sales process steps. It works in two directions:
after filling in the additional field, we will automatically mark the action in the sales process;
after marking an activity in the sales process, we will ask You to complete an additional field.
Automations support all types of additional fields, i.e. text fields, check boxes, dates and numeric fields.
Where You can find workflows?
Only admins have access to workflows. To get started, go to your profile icon in the upper right corner and select Workflows.
How to add the workflow?
To create an automation:
Click Workflows.
You will see a panel with automations (already created by you, active and inactive). Select Create New.
3. Name your automation (You can do this at any time). Select the additional field of the deal that will trigger the action to select the activity in the process, or the additional field for which You want to force completion when this activity is selected.
4. Click Next: Define what happens.
5. Select the sales process for which the activity should be selected and triggered automation.
6. Select the sales process activity that you want to automate. Keep in mind that sales process activities that require a note or generate a task are not available for workflows.
7. Save your changes with the Save button. The left arrow icon next to the name will take you back to the all workflows panel.
8. Activate your automation after saving using the slider or in the all automations panel.
You can always check the number of active and available automations in your package in the automation panel next to the Create new button.
Done! From now on:
After filling in the selected additional field, we will automatically mark the process action for You.
When marking the process action, we will force You to fill in the additional field.
If you want to edit or delete Your workflow, go to All workflows list and select Edit or Delete.
Please note that certain restrictions and rules apply to workflows.
Each field and step can only be used once in one automation. Elements already used will be marked as unavailable in the configurator.
If a field or action in a workflow is deleted from Livespace, You will see a warning in the workflows list.
