1.0Kafineahttps://www.kafinea.com/en/Help - Workflows • Kafinearich600338<blockquote class="wp-embedded-content" data-secret="bR6pDn8e2t"><a href="https://www.kafinea.com/en/help/automation/workflows/">Workflows</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://www.kafinea.com/en/help/automation/workflows/embed/#?secret=bR6pDn8e2t" width="600" height="338" title="“Workflows” — Kafinea" data-secret="bR6pDn8e2t" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script>
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Workflows (or workflows) are Kafinea’s automation engine. They automatically trigger actions when an event occurs on a record: sending emails, updating fields, creating records, calling an external service, etc. When properly configured, they eliminate repetitive tasks, reduce human error, and ensure your business rules are applied consistently. 1. Access workflows Workflows are managed from Settings...