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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