5 docs tagged with "workflows"

Learn the fundamentals of automations, how to create them, and understand triggers and workflows in Vendasta's platform.

Learn how to use the Categorize with AI action to automatically classify text into categories you define, creating branching paths in your automation.

Learn how to use data expressions to extract and transform data between automation steps, enabling dynamic workflows that pass information from one step to the next.

Learn how to use the Find company action to search for an existing CRM company by field criteria and bring it into scope for downstream steps.

Learn how to use the Find custom object action to search for an existing custom object record by field criteria and bring it into scope for downstream steps.