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.

How the Assign Owner workflow action routes records — specific user, round-robin across users, roles, profiles or teams, related-record owners, the new Include users in sub-roles option, and live routing to whoever is 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.

Make an AI voice agent phone your leads automatically. Build a workflow whose Webhook triggers your Plivo voice-agent flow (English or Hindi), and call only Meta ad leads, outbound leads or AI-qualified leads, with a screenshot for every step.

The Date-Based Trigger runs a workflow at a set time on, before or after a date stored on each record, such as a birthday or renewal date. Learn every setting step by step, with a birthday email example.