Automatically Create Quote from a Case

etw5200

Junior Member

Join Date: Jan 2018

Posts: 20
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#1

Automatically Create Quote from a Case

03-23-2018, 01:51 PM

i was wandering if there is a way to setup workflow or flowchart, to create quote from case with the time used?
feilds i have in case are: start time, end time, total time used
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tanya

Senior Member

Join Date: Jun 2014

Posts: 4308
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#2

03-28-2018, 12:27 PM

Hello,
of course, you can create such workflow. You need scheduled or sequential workflow

Workflow. Powerful Automation in your Business

https://www.espocrm.com/video/workflow-powerful-automation-in-business/

How can one automate business processes using a CRM system? In this video tutorial: Discover how to create workflows, define their target entities, add or change trigger types and scheduling, set conditions and actions.
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