Automations, Workflows, and Messaging Actions

Rapidbott CRM can automate repeated actions so teams spend less time doing manual follow-up work.

What workflows are for

Workflows allow the CRM to react when something happens, such as:

• a record is created

• a record moves to a new stage

• a date is approaching

Common workflow actions

Depending on configuration, workflows can:

• send approved WhatsApp templates

• launch a subflow

• create a task

• add a note to a record

Example workflow use cases

• when a lead enters a qualified stage, assign a follow-up task

• before an appointment date, remind the team to confirm attendance

• when a support ticket reaches a high-priority stage, trigger an escalation process

• when a record changes stage, add an internal note automatically

WhatsApp templates and subflows

If your workspace API key is configured for these features, users may be able to:

• choose approved WhatsApp templates

• send templates from a record or contact context

• use subflows for advanced follow-up logic

These features are useful when you want CRM actions and messaging actions to stay connected.

Workflow best practices

• automate only repeatable processes

• keep trigger logic simple

• test one workflow before creating many

• review activity logs to confirm workflows are behaving correctly