On-demand workflows

Learn how to set up on-demand workflows triggered by action buttons.

Learn how to set up on-demand workflows triggered by action buttons. On-demand workflows give the user more control over when a specific workflow is triggered by ensuring that the workflow is only run when the relevant action button is clicked.

You can use on-demand workflows to trigger record updates, webhooks and to send automated emails.

In this video, we'll learn how to:

• Configure the on-demand workflow

• Automatically update a record status

• Set up an automated email

• Configure action button settings and visibility

• Test our on-demand workflows