Automation & Workflows

What workflow automation is in AI Engage CRM — triggers, conditions, actions and timing, the visual builder, and where to find workflows.

Create a workflow in AI Engage CRM step by step — the two-step wizard, the visual node canvas, connecting blocks, and saving vs activating.

Every workflow trigger in AI Engage CRM explained — Record Created, Record Updated, Create or Edit, Record Deleted, and WhatsApp Form Submitted.

Every workflow action in AI Engage CRM — Send Email, Send WhatsApp, Update Field, Create Record, and Assign Owner — and how to configure each.

Use the Update Field workflow action to change a field on a linked record. When a lookup points at more than one record, the workflow updates the latest created one.

Step-by-step: build a workflow that creates a new record in another module and links it back to the record that triggered it, using the Create Record action.

A guide to the Assign Owner action’s routing options — specific user, round-robin across users, roles, profiles or teams, setting a related record’s owner, and assigning only to users who are online right now.

Step-by-step: add a Webhook action and secure it with an API key (Header or Query) or Basic Auth (username and password), plus optional request signing.

How to add logic to a workflow in AI Engage CRM using the If / Else condition node — rules, operators, AND/OR criteria patterns, and True/False branching.

Use the Wait / Delay block in AI Engage CRM workflows to pause between steps and build timed, multi-touch follow-up sequences over minutes, hours, or days.