How do I create a new workflow automation in Hhola? - SquareDocs

Set Up

Table of Content

Table of Content

Table of Content

How do I create a new workflow automation in Hhola?

To create a new workflow automation in Hhola, you begin by accessing the automation module from your dashboard. Once inside, you can define the specific objective for your workflow, such as automating a task or improving communication between teams. You'll select triggers that initiate the workflow, like an event or data change. Then, you can add a series of actions that follow the trigger, such as sending notifications or updating records. Finally, review and test the workflow to ensure it functions as expected before activating it for use.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.