Streamline your business processes with SysRI CRM's Automation module. This powerful tool allows you to create, manage, and optimize automated workflows, ensuring consistency and efficiency across your organization.
The Automation Overview provides a snapshot of your automation efforts:
- Total Workflows: Number of defined workflows
- Active Workflows: Number of currently enabled workflows
- Total Action Types: Available action types for use in workflows
- Workflow Actions: Total number of actions across all workflows
- Workflow Templates: Browse and use pre-built workflow templates
- Workflows: View and manage your existing workflows
- Actions: Configure and monitor individual workflow actions
- Action Types: Manage the building blocks of your workflows
The Workflows section provides a comprehensive list of all your automated workflows:
¶ Workflow List Columns
- Workflow ID: Unique identifier for each workflow
- Name: Descriptive name for the workflow
- Trigger Event: The event that initiates the workflow
- Status: Active or inactive state of the workflow
- Demo Workflow: Indicates if it's a demo workflow
- Template Workflow: Indicates if it's a template workflow
- Owner: The user responsible for the workflow
- Created Date: Date when the workflow was created
-
Demo Workflow - Deal
- Trigger: deal_creation
- Owner: Steven Estrada
- Created: March 31, 2025
-
Demo Workflow - Lead
- Trigger: lead_creation
- Owner: Samuel Kelley
- Created: March 25, 2025
-
Demo Workflow - Lead
- Trigger: lead_conversion
- Owner: Steven Estrada
- Created: April 20, 2025
-
Demo Workflow - Deal
- Trigger: deal_won
- Owner: Nicole Williams
- Created: April 13, 2025
-
Demo Workflow - Deal
- Trigger: deal_lost
- Owner: Kyle Johnson
- Created: April 23, 2025
-
Demo Workflow - Ticket
- Trigger: ticket_created
- Owner: Samuel Kelley
- Created: March 28, 2025
-
Demo Workflow - Ticket
- Trigger: ticket_closed
- Owner: Kyle Johnson
- Created: March 25, 2025
-
Demo Workflow - Task
- Trigger: task_created
- Owner: admin_tenant1
- Created: March 27, 2025
-
Demo Workflow - Task
- Trigger: task_completed
- Owner: Steven Estrada
- Created: March 18, 2025
Create and customize workflows with our intuitive workflow builder:
- Navigate to Automation > Workflows > CreateWorkflow
- Click the "+" button to start a new workflow
- Enter a name for your new workflow
- Select a trigger event from the dropdown menu
- Add actions and conditions to build your workflow logic
- Canvas: Drag and drop elements to design your workflow
- Toolbar: Access additional features and settings (Save, Undo, Redo)
- Action Palette: Choose from various actions to add to your workflow
- Trigger Event: The event that starts the workflow
- Actions: Tasks to be performed (e.g., send email, update record)
- Conditions: Logic gates to control the flow based on specific criteria
- Configure each action with specific parameters
- Set delays between actions
- Add branching logic with conditions
Start quickly with pre-built workflow templates:
- All Templates
- Lead Management
- Deal Management
- Email Automation
- Task Management
-
Deal Lost Workflow (Demo)
- Learn from lost deals and improve your process for next time
- Trigger: Deal Lost
-
Create Task
- Automatically engage with new leads as soon as they enter your system
- Trigger: Lead Creation
- Navigate to the Workflow Templates section
- Browse templates or use category filters to find relevant workflows
- Select a template to view details
- Click "Use Template" to create a new workflow based on the selected template
- Customize the template to fit your specific needs
Visualize and analyze your workflows:
- Workflow Name: Clear identification of the workflow
- Trigger Event: Visual representation of the starting point
- Actions: Detailed view of each step in the workflow
- Connections: Lines showing the flow between steps
- Workflow Name: Demo Workflow - Deal Crec
- Trigger Event: Deal Creation
- Action: Email Step 1
- Use descriptive names for your workflows to easily identify their purpose
- Regularly review and optimize your workflows based on performance data
- Utilize templates to quickly set up common business processes
- Test your workflows thoroughly before activating them
- Use conditions to create dynamic workflows that adapt to different scenarios
- Keep your workflows modular for easier maintenance and updates
- Leverage the Automation Overview to get a quick snapshot of your automation efforts
- Combine different action types to create powerful, multi-step workflows
- Use the workflow visualization tool to identify potential improvements or bottlenecks
- Collaborate with team members by assigning ownership and sharing workflow templates
By effectively leveraging the Automation module, you can streamline repetitive tasks, ensure consistent processes, and improve overall efficiency in your organization. Remember to regularly analyze workflow performance and make data-driven decisions to optimize your automation efforts.