Workflows

Workflows in Bigin help you streamline your business process by automating repetitive actions when a specific criteria is matched. You can automatically assign tasks, send emails, update fields, and add tags to records when records meet a particular condition.
0.00 Introduction
0.35 What are Workflows?
1.19 Components of a workflow
3.05 How to configure workflows

[@KathyLongSEO]

Glad I found this. The Bigin help docs tell you how to do it, but they don't actually tell you how to access it. I couldn't find it anywhere. Now I know to go to settings.

[@biginbyzohocrm]

Hey there! Thanks for your feedback. We're glad you found what you needed and we'll ensure the help docs are easier to access!
You can always access them via our home page as well: help.zoho.com/portal/kb/bigin
Need a hand with anything else? We're just an email away.
📧 [e-mail]

[@iamthatakashkaushal]

Thanks for sharing this video on workflows