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Workflow

Here you can configure triggers and actions for your CRM

ID Name Created By Trigger Actions Active Action
117 No Added Agent - Felix Test Staff 66 no_agent_added send_email Edit Delete
86 Self-Serve - Agent Added to Property Staff 3 agent_added_to_property send_sms , send_email , send_sms , send_email , create_task , change_agent_property_status , set_property_milestone , add_track_to_property , set_property_tag Edit Delete
83 Speak to Expert - New Contact Created Staff 3 contact_created create_task Edit Delete
84 Speak to Expert - Contact has tag added Staff 3 contact_tag_added create_task Edit Delete
46 If property is listed with an agent we did not refer, make sure Staff 27 listing_changed create_task Edit Delete
74 Property Management - Agent Referral Not Accepted Reminder (TEST) Staff 3 referral_not_accepted send_sms , create_task , send_email Edit Delete
66 Ask Mari to invoice partner company if property becomes secured Staff 27 milestone_changed create_task Edit Delete
63 Unregistered partner/agent to be sent click-to-reveal messages upon quote request Staff 27 agent_added_to_property add_track_to_property , check_or_uncheck_task , check_or_uncheck_task , create_task Edit Delete
62 Registered partner receives referral after contact is requested (Conveyancing DRAFT) Staff 27 agent_agreed send_email , send_sms , add_track_to_property , send_email , check_or_uncheck_task , check_or_uncheck_task Edit Delete
58 New Articles Email Newsletter Staff 27 tags_belongs_contact send_email Edit Delete
21 Test Workflow for E V E R Y T H I N G Staff 27 milestone_changed send_email , add_track_to_property , create_task , set_property_milestone , set_property_staff Edit Delete
55 Partner - Property Management - New Lead (OLD) Staff 3 property_created set_property_milestone , create_task , check_or_uncheck_task , check_or_uncheck_task Edit Delete
51 Test Trigger Staff 27 milestone_changed send_email Edit Delete
48 Disposition - NO_USER_RESPONSE Hangup Cause (Disabled) Staff 27 disposition_set Edit Delete
1 Test Trigger Staff 16 milestone_changed conversion_add Edit Delete
25 Send SMS Only WREA-590 Staff 27 disposition_set send_sms Edit Delete
24 Agent Updates Test Workflow Staff 27 milestone_changed change_agent_status Edit Delete
23 Workflow Testing Staff 27 task_not_completed send_email Edit Delete
22 Isolating Workflow Bugs Staff 27 milestone_changed send_sms Edit Delete
14 Assign property to current user when milestone changes to test Staff 16 milestone_changed set_property_staff Edit Delete
12 Disposition - Report Staff 1 disposition_set set_property_milestone Edit Delete
13 Disposition Test Staff 16 disposition_set Edit Delete
82 (TEST) - Create Task Against Contact Staff 3 tags_belongs_contact create_task , set_contact_tag Edit Delete
80 Conversions - Leads - Restate to Zero If Fail - Lead - Is Agent/Buying/Renting/Lost Staff 3 milestone_changed conversion_remove Edit Delete
105 Conversions - Leads QUALIFIED - Restate to Zero If Fail - Is Agent/Buying/Renting/Lost/spam/unresponsive Staff 3 milestone_changed conversion_remove Edit Delete
77 Agent Status Update on Portal Workflow Staff 3 agent_status_portal_changed create_task Edit Delete
4 Disposition - Meeting Agents Staff 1 disposition_set set_property_milestone , set_property_staff , add_track_to_property , check_or_uncheck_task , check_or_uncheck_task , check_or_uncheck_task , check_or_uncheck_task , set_contact_tag Edit Delete
5 Disposition - Attempt 1 Staff 1 disposition_set send_sms , set_property_milestone , create_task , check_or_uncheck_task , check_or_uncheck_task , check_or_uncheck_task Edit Delete
6 Disposition - Attempt 2 Staff 1 disposition_set set_property_milestone , create_task , check_or_uncheck_task , check_or_uncheck_task Edit Delete
7 Disposition - Attempt 3 Staff 1 disposition_set set_property_milestone , create_task , check_or_uncheck_task , check_or_uncheck_task Edit Delete
8 Disposition - Attempt 4 Staff 1 disposition_set set_property_milestone , send_sms , create_task , check_or_uncheck_task , check_or_uncheck_task Edit Delete
9 Disposition - Attempt 5 Staff 1 disposition_set set_property_milestone , create_task , check_or_uncheck_task , check_or_uncheck_task Edit Delete
10 Disposition - Attempt 6 Staff 1 disposition_set set_property_milestone , send_sms , check_or_uncheck_task , check_or_uncheck_task Edit Delete
11 Disposition - FAIL - Wrong Number/Spam (Unclear) Staff 1 disposition_set set_property_milestone , check_or_uncheck_task Edit Delete
17 Click-To-Reveal (Agent accepts and receives vendor details) Staff 27 agent_agreed send_email , send_sms , check_or_uncheck_task , send_email Edit Delete
26 If milestone set to 'Listed Online', mark appointed agent 'Listed' Staff 27 milestone_changed change_agent_status Edit Delete
27 If milestone set to 'Property Sold'/'Invoice Issued to Agent'/'Fee Received', mark appointed agent 'Sold' Staff 27 milestone_changed change_agent_status Edit Delete
28 Referral Sent Agent 1 Staff 3 email_sent create_task Edit Delete
29 Disposition - Fail - Not Interested (Seller) Staff 27 disposition_set set_property_milestone , check_or_uncheck_task Edit Delete
113 Disposition - Fail - Not Interested (Unclear) Staff 27 disposition_set set_property_milestone , check_or_uncheck_task Edit Delete
30 Hibernate Property Staff 27 milestone_changed add_track_to_property Edit Delete
31 Referral Sent Agent 2 Staff 27 email_sent create_task Edit Delete
32 Referral Sent Agent 3 Staff 27 email_sent create_task Edit Delete
33 Disposition - Fail - Is Agent (Not Seller) Staff 27 disposition_set set_property_milestone , send_sms , check_or_uncheck_task , check_or_uncheck_task Edit Delete
34 Disposition - Report Only Staff 27 disposition_set add_track_to_property , set_property_milestone , set_property_staff , check_or_uncheck_task , check_or_uncheck_task Edit Delete
36 Lead - Email Follow-Up Staff 27 disposition_set set_property_milestone , create_task , create_task , check_or_uncheck_task , check_or_uncheck_task , set_property_staff , set_contact_tag Edit Delete
38 Disposition - Pause Lead Staff 27 disposition_set create_task , set_property_milestone Edit Delete
39 Disposition - FAIL - Buying, Not Selling Staff 27 disposition_set set_property_milestone Edit Delete
40 Disposition - FAIL - Renting, Not Selling Staff 27 disposition_set set_property_milestone Edit Delete
41 Milestone - Hibernate - Not Selling Staff 27 milestone_changed add_track_to_property , remove_track_from_property , send_email , send_email , send_email , send_email , remove_track_from_property , check_or_uncheck_task , check_or_uncheck_task Edit Delete
42 Milestone - Hibernate - Another Agent Staff 27 milestone_changed send_email , send_email , send_email , add_track_to_property , remove_track_from_property , remove_track_from_property , check_or_uncheck_task , check_or_uncheck_task Edit Delete
104 Disposition - Fail - Lost Other (Not Seller) Staff 27 disposition_set set_property_milestone , check_or_uncheck_task Edit Delete
43 Disposition - FAIL - Lead - Unresponsive Staff 27 disposition_set set_property_milestone Edit Delete
44 Disposition - FAIL - Lead - Other Agents (Seller) Staff 27 disposition_set set_property_milestone Edit Delete
76 Disposition - Potential Spam (Fails and Sends SMS) Staff 1 disposition_set set_property_milestone , check_or_uncheck_task , send_sms Edit Delete
47 If property is listed with a referred agent, tell user to check Staff 27 listing_changed_referred create_task Edit Delete
49 If property is listed with an agent we did not refer, check if same agency or hibernate Staff 27 listing_changed create_task Edit Delete
50 If listed property sells, notify staff to send off congratulations email Staff 27 listing_changed_referred create_task Edit Delete
52 If non-referred agent sells property, let staff member know to check and fail or double-check referral status Staff 27 listing_changed create_task Edit Delete
53 If user changes property to MA or AA, change them to the staff of the property Staff 27 milestone_changed set_property_staff Edit Delete
54 MIlestone - Hibernate - Qualified Staff 27 milestone_changed add_track_to_property , remove_track_from_property , send_email , send_email , send_email , send_email , remove_track_from_property , check_or_uncheck_task , check_or_uncheck_task Edit Delete
57 Milestone - Hibernate - Not Selling - AUTOMATED Staff 27 milestone_changed remove_track_from_property , remove_track_from_property , check_or_uncheck_task , check_or_uncheck_task , check_or_uncheck_task , send_email , send_email , send_email , send_email , send_email , send_sms , send_email , send_sms , send_email , send_sms , set_property_tag , create_task Edit Delete
59 If set to a milestone that includes an email, add marketing tags Staff 27 milestone_changed set_contact_tag Edit Delete
61 If seller guide lead is created, send seller guide email Staff 27 property_created set_contact_tag , set_property_milestone , send_email Edit Delete
65 If new rental listing, alert admin staff to check Staff 27 rental_listing_changed create_task Edit Delete
67 MA with No Added Or Accepted Agents (36 Hours) Staff 3 no_agent_added create_task Edit Delete
69 Property Management - Lead Call Attempt 1 Staff 3 disposition_set check_or_uncheck_task , check_or_uncheck_task , create_task , send_sms , set_property_milestone Edit Delete
72 Property Management - Lead Call Attempt 2 Staff 3 disposition_set send_email , send_sms , set_property_milestone , check_or_uncheck_task Edit Delete
68 Property Management - Meeting Agents (In Progress) Staff 3 disposition_set send_email , send_email , set_property_milestone , set_property_staff , add_track_to_property , add_track_to_property , check_or_uncheck_task , check_or_uncheck_task , check_or_uncheck_task , check_or_uncheck_task Edit Delete
64 Property Management - Click-To-Reveal (Agent Accepts, Send Agent Details) Staff 27 agent_agreed send_email , send_sms , send_sms , send_email Edit Delete
73 Property Management - Referral Not Accepted - Reminder Staff 3 referral_not_accepted send_sms , send_email Edit Delete
75 Property Management - Referral Not Accepted - 72 Hour Staff F/up Task Staff 3 referral_not_accepted check_or_uncheck_task , create_task Edit Delete
71 Property Management - Hibernate Disposition - Set to Hibernate Auto Staff 3 disposition_set set_property_milestone Edit Delete
70 Property Management - Hibernate Milestone - Not Renting (Automated) Staff 3 milestone_changed remove_track_from_property , remove_track_from_property , remove_track_from_property , check_or_uncheck_task , send_email , send_sms , send_email , send_sms , send_email , send_sms , set_property_tag , set_property_milestone Edit Delete
79 New Lead - Send SMS (Compare Agents w Tag SMS Lead) Staff 27 property_created send_sms Edit Delete
81 New Lead - Send SMS (Partners w Service Property Management) Staff 27 property_created send_sms Edit Delete
60 Property Report - If property report value lead is created, add newsletter and email drip campaign Staff 27 property_created set_property_milestone Edit Delete
87 Property Report - If property report is request for an existing property lead create task to send report and follow up Staff 27 property_tag_added add_track_to_property , send_sms , send_email Edit Delete
92 Property Report - When property report task is completed, remove tag Property Value Report and Add new tag Property Value Report Sent Staff 3 task_completed set_property_tag , set_property_tag Edit Delete
88 Create Call Back Task - 1 Week Staff 3 disposition_set create_task Edit Delete
89 Create Call Back Task - 2 Days Staff 3 disposition_set create_task Edit Delete
90 Milestone - Hibernate - Not Selling - RE-ENGAGED Staff 27 milestone_changed set_property_tag , add_track_to_property , remove_track_from_property Edit Delete
91 Disposition - Hibernate - Not Selling (Re-engaged) Staff 3 disposition_set set_property_milestone Edit Delete
93 BA - New Property - Create Task to Check Lead Staff 3 property_created create_task Edit Delete
95 BA - Disposition - Meeting Agents - Change Milestone to MA, Add BA Track etc Staff 1 disposition_set set_property_milestone , set_property_staff , add_track_to_property , check_or_uncheck_task , check_or_uncheck_task , check_or_uncheck_task , set_contact_tag Edit Delete
97 BA - Referral Sent Agent 1 - Create Accepted Task for Agent 1 Staff 27 email_sent create_task Edit Delete
98 BA - Referral Sent Agent 2 - Create Accepted Task for Agent 2 Staff 27 email_sent create_task Edit Delete
99 BA - Referral Sent Agent 3 - Create Accepted Task for Agent 3 Staff 27 email_sent create_task Edit Delete
101 BA - Click-To-Reveal - Agent accepts - Email Agent Owner Details & Email Owner Staff 27 agent_agreed send_email , send_sms , check_or_uncheck_task , send_email Edit Delete
100 BA - Click-To-Reveal - Agent Accepts - Schedule Follow-up Emails Staff 27 agent_agreed send_email Edit Delete
102 BA - Referral Not Accepted - 72 Hour Staff F/up Task Staff 3 referral_not_accepted check_or_uncheck_task , create_task Edit Delete
107 Home Selling Masterclass - NSW Staff 27 contact_tag_added send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact Edit Delete
109 6 Week Home Seller Plan Staff 27 contact_tag_added send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact Edit Delete
111 Home Selling Masterclass - Sydney TESTER Staff 27 contact_tag_added send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact Edit Delete
114 6 Week Home Seller Plan (TEST) Staff 27 tags_belongs_contact send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact , send_email_to_contact Edit Delete
115 Self-Serve - Agent Added to Property Felix Test Staff 3 agent_added_to_property send_email Edit Delete
116 Self-Serve - Agent Added to Property Felix Test NO Staff 3 agent_added_to_property send_email Edit Delete