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Advanced Features
Workflows
Understanding Workflows
Workflows allow you to automate business processes and create custom automation rules. Learn how to set up and manage workflows to streamline your operations.
Workflow Types
Automated Approval
Automatically route transactions for approval based on rules
Notification Workflows
Send notifications when specific events occur
Data Sync
Automatically sync data between systems
Setting Up a Workflow
1
Create Workflow
Go to Workflows and click 'Create New Workflow'
2
Define Triggers
Set the conditions that will start the workflow
3
Configure Actions
Define what actions should be performed
4
Test & Activate
Test your workflow and activate it when ready