Swivel

Create workflow templates to standardize repeatable processes, assign responsibilities, and automate processes across contacts, products, opportunities, appointments, and more.

Create & Manage Workflow Templates

This is an overview of advanced workflow features.

Manage Active Workflows

Schedule a workflow to start on a future date by enabling scheduling in the template and selecting a start date when you run the workflow.

Schedule a Workflow to Run on a Future Date

Workflows Configuration

Celeste Olson

Jessica Hightower

Boni Newberry

Build workflow templates, define steps, and configure automation settings.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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