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Request Connections Automation

Request Connections

Use the Request Connections automation at any stage in a workflow to automatically add additional contacts and or co-workers to a request and define their connection type to the request. Other options include emailing connections of different types, and removing one or all connections at any stage.

Request Connections

Before you begin

Add Connection task

Use this node to add a connection to a request.

Email Connections task

Use this node to email connections of the request.

Remove All Connections task

Use this node to remove connections from the request.

Remove Connection task

Use this node to remove specific connections from the request.

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