Workflow Action: Run Automation Rule

This Action allows you to trigger an existing Automation Rule for Contacts that have reached this stage of your Workflow.

Read about Automation Rules >>

IMPORTANT: When adding the Action: Run Automation Rule to your Workflow, remember to review the settings of that Automation Rule. If box [A] is not checked, only the SALESmanago user who created the Automation Rule will be able to use it in a Workflow. Also, pay attention to settings [B], as their configuration may prevent the intended functioning of your Workflow.

TIP: Running an Automation Rule may add unnecessary complexity to your operations. Consider creating a comprehensive Workflow that will include all Actions that you want to perform for Contacts.

After adding this Action to your Workflow, define the following settings:

[1] Rule—select the rule that will be triggered for Contacts that have reached this stage of your Workflow.

[2] After—specify how long after a Contact has reached this stage of your Workflow the Automation Rule will be triggered. Enter a number and select one of the following time units: hour, day, week, month.

EXAMPLE: You enter the following settings for this element:

A Contact reaches the Action: Run Automation Rule on January 1. The selected Automation Rule (“Demo”) will be triggered for this Contact on January 15.

Click Save to continue configuring your Workflow.

If you need more information about the topic mentioned above, please contact us: support@salesmanago.com +1 800 960 0640