Modified on Mon, 10 Jul 2023 at 02:24 PM

What is workflows?

Workflows is an exciting Magnetic feature that allows you to set up automated processes within your Magnetic account. Perhaps you want to make something happen each time a user closes a task, or sign an opportunity when a Cost Estimate enters the Client Approved status? That's all possible through Workflows.

We've created a Youtube series dedicated to Workflows, how it works and how you can get started with setting up automated, time saving processes in your Magnetic account.

You can check out the playlist here:

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