Communities - Private Channel Workflow triggers & actions

Social Sync Collective

Published on: 09/10/2024

The new functionality automates private channel memberships with triggers and actions. Triggers include granting or revoking access, while actions automate adding or removing users. If a user isn't in the group, they’ll be added upon channel access. Immediate removal from a channel leads to loss of access to its content. Ensure at least one private channel exists in the group for the workflow to register.

Automations

Estimates: Now supported in Workflows

Social Sync Collective

Published on: 09/10/2024

Estimates are now supported in Workflows, introducing features like Estimate Templates, allowing users to create, save, and clone templates in Invoices and Estimates. New workflow triggers automate actions based on estimate events, with filters for template, value, and status. Users can also send estimates directly through workflows, facilitating automation for contracts and invoices. To create a template, users navigate to the Templates tab, fill in details, and save it. The update aims to streamline automation for sending invoices/contracts based on estimate status, improving workflow efficiency.

Automations