Workflows enable you to automate data-driven processes directly within the Fulcrum platform. You can configure app triggers to monitor record events, which start workflows that conditionally perform actions on your behalf.
For instructions on creating and configuring workflows, see Building workflows.
Accessing workflows
You can access workflows from the App Dashboard. Select the Workflows tab to open the index, where you can create new workflows or modify existing ones.
To open the App Dashboard:
Go to the Apps page in Fulcrum.
Locate the app for which you want to configure workflows.
Click the three dots menu (⋮) next to the app name.
Select App Dashboard from the dropdown menu.
The App Dashboard opens, and you can select the Workflows tab.
Workflow permissions
Because workflows can send data outside of the platform, only Members with the system-level Owner role, or a role that includes the Change Organization Profile and/or Manage Roles permissions, can manage workflows.
Limits and quotas
Workflows have a rate limit of 10,000 per day. If you frequently reach this limit, contact our support team using the chat icon in the bottom left corner or by email at [email protected].