SMBcrm now lets users trigger workflows for multiple Company or Custom Object records directly from the list view.
What changed
From a Companies or Custom Object list view, you can select multiple records and run a chosen automation without updating each record individually. After confirming the action, results can be monitored in Bulk Actions, including record-level results.
Why it matters
This helps when an automation needs to run for records that already exist instead of waiting for a future workflow trigger. Example uses include:
- Running onboarding or follow-up workflows for Companies
- Triggering renewal automation for Policies or Subscriptions
- Processing imported Custom Object records
- Running one-time operational workflows on selected records
How to use it
- Open Companies or a Custom Object.
- Select the records you want to process.
- Click Trigger Automation.
- Select the workflow.
- Confirm the action.
Monitor progress and review results from Bulk Actions.
In Case You Missed It
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