Getting started & settings
First steps, settings, duplicating, organising.
5 articles
What are triggers?
Workflow settingsHow the settings in a workflow work
Duplicate a WorkflowDuplicate a workflow by clicking the ellipsis, selecting "Duplicate," and choosing a valid trigger.
List of Available Workflow TriggersOverview of Kolleno workflow triggers: how they work, when they run, and how they automate actions.
Test Records Against Workflow FiltersVerify why specific records match or don't match your workflow criteria to troubleshoot and optimize filters.