Create Workflows

Workflow Builder is a tool that allows you to create and manage workflows. It is a visual tool that allows you to create workflows by dragging and dropping nodes and connecting them. A workflow consists of a Trigger and Activities. Triggers are a way to execute custom code when certain events occur in the system. They are used to automate tasks, such as sending an email when a new record is created or updating a record when a related record is updated. Activities are the building blocks of a workflow. They are the individual steps that make up a workflow. Each activity has a specific function and can be configured to meet the needs of the workflow.

For a step-by-step guide on how to build and configure workflows in Boltic, refer to the Boltic Workflow Documentation.