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Automation | 🔶 help.erxes.io

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01[Automation] [EN]23 Jun 2022

02Basics of the Automation featureThis article outlines the very basic concepts of the automation feature.23 Nov 2021

03How to set automation enrollment criteria?Set enrollment criteria to automatically enroll records in the automation when they meet specific filters.23 Nov 2021

04How to enable Automation feature for team members?22 Nov 2021

05How to add a Score when Contact Conversation is taggedLearn how to change contact Score if a Conversation is tagged with a specific tag with Automation.18 Nov 2021

06How to change the Contact state from a Lead into a Customer with AutomationLearn how to change contact state to Customer based on Deal Card's stage.18 Nov 2021

help.erxes.io
2. Frequently asked questions
Automation

Automation

Automate repetitive tasks, streamline processes, and increase your productivity

6 articles