Workflows let you automate communications and actions in Element451. Use workflows to do things like:

  • Send an email to people who submit a request for information form
  • Set up an email and SMS series to send based on calendar dates, things prospects do (e.g. click a link), or a combination of both
  • Apply a label such as “applicant” to a person's profile when someone starts an application
  • Auto submit a completed application

How Workflows Work

Learn about what they are, how they work, and the main parts of a workflow

Create a Workflow

Step-by-step guide to creating a workflow

Manage a Workflow

Editing, stopping, starting, and seeing who’s in a workflow

A Closer Look

More detailed explanations of:

Triggers

Steps

Actions

Delays

Conditions

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