Review the workflow first
Open the workflow in Schedule and inspect its actions, timing, recipients, and current active state. A workflow may send messages or change work when it starts, so confirm those effects before connecting an event.
Use an approved synthetic scenario for testing. Do not test outbound actions against real clients.
Add an automation
- Open Settings, CRM & Sales, Automations.
- Choose Add automation.
- Choose a client action from the offered catalog.
- Choose a more specific action where the dialog offers one.
- Select the intended active workflow and give the rule a clear name.
- Review the selections, then save.
The available catalog may include actions associated with appointment documents, portal activity, bookings, or leads. Use the actual choices shown in your workspace; do not assume every possible event is supported.
Verify the saved rule
Reopen the rule and check its event, subtype, workflow, and active state. Any can broaden a rule to multiple listed variants, so review it deliberately.
Changes in this section take effect through their own controls. Do not assume another Settings save bar will postpone an automation that has already been saved or enabled.
Test the result
Perform one authorized synthetic action, then inspect the related workflow history and record. Confirm that the intended workflow started and check each subsequent result separately.
A saved rule does not prove a workflow ran. A started workflow does not prove that a message was delivered or that an outside action completed.
Pause or remove a rule
Use the active switch to stop future starts from that rule when appropriate. Review existing workflow activity separately; do not assume disabling the trigger reverses work already started.
Before Delete, confirm that the rule is no longer needed and that another rule does not depend on your intended follow-up process. Check the list after the action.
Resolve unavailable choices
If the workflow list or event catalog cannot load, retry before saving. If an expected workflow is absent, review its active state and your access. Do not create duplicate rules to compensate for an uncertain result.