16d • General discussion
Advyzon's November Updates - A Brief Workflow-Focused Summary
I'm excited to share several of Advyzon's 2025 November upgrades to their workflow application that will make your life and mine much easier!
✨ New Workflow Triggers & Action ✨
Tag Added Trigger: Automatically starts a workflow when a specific tag is added to a record.
Upcoming Activity Trigger: Launches workflows based on upcoming Task or Calendar Event dates.
Initiate Mail Merge (New Action!): Runs a mail merge directly from within a workflow—no extra steps required.
📌 Activity Management Enhancements 📌
Related Advisor in Notes: Notes now automatically display a “Related Advisor” field for better context and filtering based on the related record(s).
Dynamic Reviewer Assignment: We now have the ability to assign reviewers by user, advisor team, or servicing group in Tasks, Manual Decisions, and Events.
Tip: If no Reviewer is desired/needed for a Manual Decision (Reviewer is now a required field), you may select 'Specific Assignee' and leave the subsequent field blank.
⚙️ Workflow Builder Improvements ⚙️
You can place Manual Decisions directly after other Manual Decisions. This was included in a previous update, but I'm including here again since it's SUCH a powerful tool for optimizing the flexibility of decision paths.
Workflow steps can now be copied and pasted, making workflow build-outs faster than ever 👍👍 .
Big steps toward smoother, smarter workflows. Happy building to all of you Advyzon users!🎉🎉🎉
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Advyzon's November Updates - A Brief Workflow-Focused Summary
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