Trigger powerful workflows, delete records, or change the status of records - right from your portal.

Key Feature Attributes:

  • Exposes workflow functionality to portal
  • Build custom workflows specific to portal users
  • Provides ability to delete records from portal
  • Run entity-specific actions

The Entity Actions feature allows for advanced CRM options to be available in your portal. Securely provide users the ability to run custom workflows, delete records, or a number of common entity-specific actions such as close case, reopen case, or close opportunity as won.

See this feature in action

Entity Actions are selected right from the portal
Entity Actions are selected right from the portal

Discover More in the Adxstudio Community

Visit the Adxstudio Community for complete documentation on Entity Actions.