CRM Workflow Actions

4 guides covering crm workflow actions on the Sparkforge platform.

• Add Associated Records to Workflow Add Associated Records to Workflow enrolls records linked to the trigger record — by object type and association label — into a chosen workflow. It
• Cross‑Object Workflow Actions: Add, Remove & Find Sparkforge's cross-object workflow actions add, remove, or find associated Contacts, Companies, or Custom Objects — so automations follow the relationships betw
• Find Custom Object Record & Find Company in Sparkforge Find Object Record (custom object workflows) and Find Company (company workflows) look up a record using values from an Inbound Webhook trigger. Map webhook fie
• Remove Associated Records from Workflow Remove Associated Records from Workflow unenrolls records that are associated with the trigger record — by object type and association label — from