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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.
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  3. 3.
    Add 1 or more Triggers and configure to 'fire' when a certain thing happens.
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  4. 4.
    Define you action(s). What do you want to happen?
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  5. 5.
    Review your Workflow automation and save.
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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!
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