The Visual Workflow Designer
The Visual workflow designer is part of the CRM where you can quickly design and manage business processes by creating visual workflows. Drag and drop workflow elements – triggers, conditions, and actions and improve your efficiency and productivity.
In this example, we manage tasks and leads. When a new lead is created in our online database, we want to validate the lead details before transferring it to a third-party system.
- When a lead is created in the database using the API, we will change its status to "validation".
- We will specify that the system will automatically transfer the lead details to a third-party system using an API to perform validation of the lead data.
- The external system will update us with an answer - a score for the lead.
- In the workflow, it will be defined that if the lead score is below 70 the lead is not qualified. Above 70 the lead is qualified.
o If the lead is qualified, the lead status will be marked as qualified, transferred via API to the CRM system, and sent an email to a sales representative.
o If the lead is unqualified, the lead will be marked as unqualified. and a new record will be created in the task table to manually check the lead. We can create easily a screen within our Simbla project where a sales representative can check and manage the unqualified leads.
In this example, we presented how it is possible to automate a business process with the visual workflow designer that also includes manual involvement.
How to create our first workflow:
1. Go to the database to the workflow tab:
2. Create a new workflow
3. Name the workflow and save
4. Start by adding the first trigger that will activate the workflow.
For example, we've selected the cases table, when a new record is created.
Condition Name: The name of the stage.
Description: Open field to describe the stage
Event: Can be on create a record or an update of a record
Criteria: You can add conditions to start the workflow. For example, a certain workflow will be activated just if the case priority is "High".
5. Add actions such as sending an email, opening a record in the table, sending data to an external API, running server-side code, and more.
Dependencies: Start the action only when all conditions in the dependencies field are met.
6. From here you can add more conditions and actions and create a complete work process.
It should be noted that the records created by the workflow can be used later in the process. For example, we created a new task in one of the steps and when the task is completed, additional steps will be performed