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How to set up a Quick Action
Will Stevenson
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0 step
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34 seconds
Onboard
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Navigate to the Workflows tab.
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Click "Create workflow"
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Select "Quick Action"
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Name your Quick Action button and add an internal description.
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Click the action item and select what action you'd like to take.
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Add dynamic content through merge tags.
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Save your action.
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Add additional actions if needed.
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Name your workflow.
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To see the Quick Action live, click on an existing Map.
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Select the lightning bolt.
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Click the newly created Quick Action.
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Click "Run"
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You'll receive a success message when you've run your Quick Action.
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