Element451

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

- 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

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

<a href="https://help.element451.com/en/articles/1500282-how-to-create-a-workflow" rel="nofollow noopener noreferrer" target="_blank">Create a Workflow</a>

Step-by-step guide to creating a workflow

<a href="https://help.element451.com/workflows/how-to-manage-a-workflow" rel="nofollow noopener noreferrer" target="_blank">Manage a Workflow</a>

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

<a href="https://help.element451.com/workflows/triggers" rel="nofollow noopener noreferrer" target="_blank">Triggers</a>

<a href="https://help.element451.com/workflows/steps" rel="nofollow noopener noreferrer" target="_blank">Steps</a>

<a href="https://help.element451.com/workflows/actions" rel="nofollow noopener noreferrer" target="_blank">Actions</a>

<a href="https://help.element451.com/workflows/delays" rel="nofollow noopener noreferrer" target="_blank">Delays</a>

<a href="https://help.element451.com/workflows/conditions" rel="nofollow noopener noreferrer" target="_blank">Conditions</a>

How Workflows Work

Create a Workflow

Manage a Workflow

A Closer Look