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Workflow Nodes

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What are the Workflow Nodes?

Familiarizing yourself with the workflow nodes will make it easy for you to create and manage your workflows. Check below how each node functions in your workflow toolbar.

formForm You can initiate a workflow using a Form node. It will allow you to choose from one of the forms that you have created in the CRM.
entityEntity You can also initiate a workflow using an Entity node. The Entity node will be triggered when an entity is either created, updated, or converted.
conditionCondition The Condition node is a qualifier for every workflow process. For example, you want to only qualify the leads who are English speakers, then you can set your condition properties.
uploadScheduleThe Schedule node is useful in email marketing. This allows you to set up your schedule for your emails. This node is always connected to the email node.
sendemailSend EmailThe Send Email node allows you to automate sending your emails. Click here for an additional reference regarding emails.
gbgGBG AuthenticationThe GBG node is a useful onboarding tool. It allows you to automate the GBG authentication for each of your leads, prospect, or customer to prevent any fraudulence.
idologyIDology Authentication The IDology Authentication node is another identity verification tool. This works the same function as the GBG authentication.
createCreate an EntityThe Create Entity node will automatically create your entity profile in the CRM.
updateUpdate Entity The Update Entity node will allow you to update your existing entity’s details based on your own conditions.
convertConvert Entity The Convert Entity node converts your clients to either Lead, Prospect, or Customer automatically based on your business process regarding conversions.
addAdd Annotation The Add Annotation node allows you to assign tasks to your entity. This node only works when it is connected to an entity.
generateGenerate PDF The Generate PDF node has to be connected after a form as this will generate a PDF file of all the form submission information. This can be sent as an email attachment.