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Workflows

Workflow Action - Update Opportunity
For the Actionera Marketing Portal Not for the Creator Portal TABLE OF CONTENTS Overview Action Name Action Description Action Det...
Wed, 25 Jun, 2025 at 9:57 AM
Workflow Action - Add Owner to Opportunity
For the Actionera Marketing Portal Not for the Creator Portal Overview The Add Owner to Opportunity action in workflows allows you to autom...
Wed, 25 Jun, 2025 at 10:04 AM
Workflow Action - Remove Owner from Opportunity
For the Actionera Marketing Portal Not for the Creator Portal TABLE OF CONTENTS Overview Action Name Action Description Action Details ...
Wed, 25 Jun, 2025 at 10:14 AM
Workflow Action - Add Follower(s) to Opportunity
For the Actionera Marketing Portal Not for the Creator Portal TABLE OF CONTENTS Overview Action Name Action Description Action Details ...
Mon, 30 Jun, 2025 at 9:52 AM
Workflow Action - Remove Followers from Opportunity
For the Actionera Marketing Portal Not for the Creator Portal TABLE OF CONTENTS Overview Action Name Action Description Action Detai...
Mon, 30 Jun, 2025 at 9:59 AM
Trigger/workflow - Email/SMS Notifications to Client/Yourself (New Lead)
For the Actionera Marketing Portal Not for the Creator Portal NOTE: Now that Workflows are live in all accounts, you can do everything that Tri...
Wed, 25 Jun, 2025 at 9:20 AM