How to create a Workflow Automation

To Add your first Workflow, log into LeadBoxer as admin and find the Workflow Automations section from in the navigation.
  1. 1.
    Click Add Workflow
  2. 2.
    Provide a Name and Description for your workflow.
  3. 3.
    Add 1 or more Triggers and configure to 'fire' when a certain thing happens.
  4. 4.
    Define you action(s). What do you want to happen?
  5. 5.
    Review your Workflow automation and save.
Going forward, each new event or piece of data that goes through our engine will be evaluated to match a trigger and execute the action if it does.
Please let us know if you are missing an trigger or action!