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How to create a Workflow
Will Stevenson
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0 step
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35 seconds
Onboard
1
Navigate to Workflows.
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Click "Create workflow" in
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Select Automatic Event.
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Select your Trigger and click on Filters.
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Select the appropriate filter fields.
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Add your filter values.
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Click "Select an action"
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Choose your actions.
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Add dynamic content through merge tags.
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Save your workflow.
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Name your workflow and enable.
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