13 docs tagged with "workflows"

Learn how to use the Add tags to account action to label an account with one or more tags for segmentation, reporting, and downstream filtering.

Learn how to use the Analyze sentiment with AI action to detect customer tone and branch your automation based on positive, neutral, or negative sentiment.

Learn how to use the Assign a company owner / salesperson action to set a team member as the owner of a CRM company record in an automation.

Learn how to use the Assign a contact owner / salesperson action to set a team member as the owner of a CRM contact record in an automation.

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.

Learn how to use the Remove tags from account action to strip one or more tags from an account to keep segmentation accurate as accounts progress through stages.

Learn how to use the Send a prompt to AI action to send a text prompt to an AI model and use the response in later automation steps.

Learn how to use the Send a request to an AI employee action to send prompts to your AI employees and use their responses in automation workflows.

Learn how to use the Summarize with AI action to automatically condense text into a short, readable summary you can use in later automation steps.