Shared guide

How to create workflow automation rules

Step-by-step guide covering: Click on "Click here."; Click Automations; Click Add new automation; Click Event trigger.

victoriaworkflowsvictoriaworkflows
·60 steps·8 views·Published
Step-by-step Guide60 steps

  1. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  2. Click Automations

    Click Automations
    Loading screenshot…
    100%

  3. Click Add new automation

    Click Add new automation
    Loading screenshot…
    100%

  4. Click Event trigger

    Click Event trigger
    Loading screenshot…
    100%

  5. Click open menu

    Click open menu
    Loading screenshot…
    100%

  6. Click Deal

    Click Deal
    Loading screenshot…
    100%

  7. Click Added

    Click Added
    Loading screenshot…
    100%

  8. Click Apply trigger

    Click Apply trigger
    Loading screenshot…
    100%

  9. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  10. Click Emailnew

    Click Emailnew
    Loading screenshot…
    100%

  11. Click Sends an email from your personal email account

    Click Sends an email from your personal email account
    Loading screenshot…
    100%

  12. Click Next

    Click Next
    Loading screenshot…
    100%

  13. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  14. Click Next

    Click Next
    Loading screenshot…
    100%

  15. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  16. Click Deal contact person email

    Click Deal contact person email
    Loading screenshot…
    100%

  17. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  18. Type "Thanks for your interest!"

  19. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  20. Type "Hello "

  21. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  22. Click Deal contact person name

    Click Deal contact person name
    Loading screenshot…
    100%

  23. Type "Hello 1Deal contact person name,Thanks for your in..."

  24. Click Apply action

    Click Apply action
    Loading screenshot…
    100%

  25. Click ActionAutomation continues with an action

    Click ActionAutomation continues with an action
    Loading screenshot…
    100%

  26. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  27. Click Create activity

    Click Create activity
    Loading screenshot…
    100%

  28. Click Next

    Click Next
    Loading screenshot…
    100%

  29. Click Next

    Click Next
    Loading screenshot…
    100%

  30. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  31. Type "Call lead "

  32. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  33. Click Call

    Click Call
    Loading screenshot…
    100%

  34. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  35. Click The same day

    Click The same day
    Loading screenshot…
    100%

  36. Click Africa/Lagos

    Click Africa/Lagos
    Loading screenshot…
    100%

  37. Click US/Eastern

    Click US/Eastern
    Loading screenshot…
    100%

  38. Click Apply action

    Click Apply action
    Loading screenshot…
    100%

  39. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  40. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  41. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  42. Click 8 hours

    Click 8 hours
    Loading screenshot…
    100%

  43. Click Apply delay

    Click Apply delay
    Loading screenshot…
    100%

  44. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  45. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  46. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  47. Click Add note to deal

    Click Add note to deal
    Loading screenshot…
    100%

  48. Click Next

    Click Next
    Loading screenshot…
    100%

  49. Click Next

    Click Next
    Loading screenshot…
    100%

  50. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  51. Type "Update?"

  52. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  53. Click Deal

    Click Deal
    Loading screenshot…
    100%

  54. Click Apply action

    Click Apply action
    Loading screenshot…
    100%

  55. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  56. Press a

  57. Type "Inquiry Workflow" in Untitled 01/21/2026 16:36:49

  58. Click Save

    Click Save
    Loading screenshot…
    100%

  59. Click Save

    Click Save
    Loading screenshot…
    100%

  60. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%