Workflows enable you to automate data-driven processes directly within the Fulcrum platform. You can configure app triggers to monitor record events, which kick off workflows that can conditionally initiate actions on your behalf.

You can access workflows from the App Dashboard page. Click on the WORKFLOWS tab to access the index where you can create new or modify existing workflows.

Owners Manage Workflows

Since workflows have the ability to send data outside of the platform, they are restricted to members with the system-level Owner role.

Limits & Quotas

  • Apps are limited to 10 workflows each.

  • There's an organization-wide limit of 250 actions per day, where an action is defined as a sent email, SMS, webhook, etc.

  • Actions that are not executed due to a filter do not count towards the action quota.

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