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How to Create a Workflow

Franmantra’s Workflow module allows you to automate complex business processes. Follow these steps to set up your Workflow from the dashboard.

What this does​

This guide explains how to create a workflow in Franmantra CRM.

Before you start​

  • Sign in to Franmantra with a role that has permission to use this area.
  • Confirm you are working in the correct Sub-account before making changes.

Steps​

1. Open the Create Workflow Dialog​

To start creating a Workflow, you first need to access the Workflow section from the main menu. In the center of the header, you will find a menu. When you hover over it, a list of Workflow-related options will appear.

Dashboard menu with Workflow and Create Workflow optionsDashboard menu with Workflow and Create Workflow options

From here, you have two ways to begin:

  • Option A: Click on Create Workflow directly from the menu. This will immediately open the Create Workflow form on your screen.

  • Option B: Click on Workflows to go to the listing page. Once there, click the Add button at the top-left of the table.

Workflow list page with the Add buttonWorkflow list page with the Add button

2. Choose How to Create the Workflow​

Once the Create Workflow form opens, you will see two ways to set up your Workflow. Pick the one that fits you best!

🆕 Option A — Create from Scratch

  • Choose this if you want to build the Workflow yourself from the very beginning — you get full control over every step.
  • Fill in the following details:
FieldDescription
Workflow NameGive it a clear name (e.g., New Lead Welcome Series).
DescriptionBriefly explain what this Workflow will do (optional but helpful).
  • Once done, click Create to save it. Your Workflow will appear in the list with a Draft status — ready for you to add triggers and actions. 🎉

📋 Option B — Create from an Agency Template

  • Choose this if your agency has already set up a Workflow template for you. This is much faster because the triggers and actions are already configured!
  • In the Create Workflow form, look for a "Use Template" option.
  • Browse the list of templates your agency has provided and pick the one that matches your need.
  • Give the Workflow a Name if needed, then click Use Template — your Workflow is created with everything pre-filled! ✅
Create Workflow from Agency TemplateCreate Workflow from Agency Template

💡 Not sure which to pick? If your agency gave you a template, go with Option B — it saves a lot of time. If you need something custom, use Option A.

3. Save the Workflow​

  1. Once all details are entered, click the Create button for Scratch or Use Template button for Template.
  2. Your Workflow will now appear in the list with a draft status, ready for you to add triggers and actions.

Next Steps​

  • Define your Triggers to start the automation.
  • Add Actions and Conditions to build out the process logic.
  • Publish the Workflow when you are ready for it to go live.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.