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Workflow

Here you can configure triggers and actions for your CRM

ID Name Created By Trigger Actions Active Action
86 Self-Serve - Agent Added to Property Thomas Roberts 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 Thomas Roberts contact_created create_task Edit Delete
84 Speak to Expert - Contact has tag added Thomas Roberts contact_tag_added create_task Edit Delete
80 Conversions - Leads - Restate to Zero If Fail - Lead - Is Agent/Buying/Renting/Lost Thomas Roberts milestone_changed conversion_remove Edit Delete
105 Conversions - Leads QUALIFIED - Restate to Zero If Fail - Is Agent/Buying/Renting/Lost/spam/unresponsive Thomas Roberts milestone_changed conversion_remove Edit Delete
77 Agent Status Update on Portal Workflow Thomas Roberts agent_status_portal_changed create_task Edit Delete
4 Disposition - Meeting Agents Test User 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 Test User 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 Test User disposition_set set_property_milestone , create_task , check_or_uncheck_task , check_or_uncheck_task Edit Delete
7 Disposition - Attempt 3 Test User disposition_set set_property_milestone , create_task , check_or_uncheck_task , check_or_uncheck_task Edit Delete
8 Disposition - Attempt 4 Test User disposition_set set_property_milestone , send_sms , create_task , check_or_uncheck_task , check_or_uncheck_task Edit Delete
9 Disposition - Attempt 5 Test User disposition_set set_property_milestone , create_task , check_or_uncheck_task , check_or_uncheck_task Edit Delete
10 Disposition - Attempt 6 Test User disposition_set set_property_milestone , send_sms , check_or_uncheck_task , check_or_uncheck_task Edit Delete
11 Disposition - FAIL - Wrong Number/Spam (Unclear) Test User disposition_set set_property_milestone , check_or_uncheck_task Edit Delete
17 Click-To-Reveal (Agent accepts and receives vendor details) Kent Kwok 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' Kent Kwok milestone_changed change_agent_status Edit Delete
27 If milestone set to 'Property Sold'/'Invoice Issued to Agent'/'Fee Received', mark appointed agent 'Sold' Kent Kwok milestone_changed change_agent_status Edit Delete
28 Referral Sent Agent 1 Thomas Roberts email_sent create_task Edit Delete
29 Disposition - Fail - Not Interested (Seller) Kent Kwok disposition_set set_property_milestone , check_or_uncheck_task Edit Delete
113 Disposition - Fail - Not Interested (Unclear) Kent Kwok disposition_set set_property_milestone , check_or_uncheck_task Edit Delete
30 Hibernate Property Kent Kwok milestone_changed add_track_to_property Edit Delete
31 Referral Sent Agent 2 Kent Kwok email_sent create_task Edit Delete
32 Referral Sent Agent 3 Kent Kwok email_sent create_task Edit Delete
33 Disposition - Fail - Is Agent (Not Seller) Kent Kwok disposition_set set_property_milestone , send_sms , check_or_uncheck_task , check_or_uncheck_task Edit Delete
34 Disposition - Report Only Kent Kwok 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 Kent Kwok 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 Kent Kwok disposition_set create_task , set_property_milestone Edit Delete
39 Disposition - FAIL - Buying, Not Selling Kent Kwok disposition_set set_property_milestone Edit Delete
40 Disposition - FAIL - Renting, Not Selling Kent Kwok disposition_set set_property_milestone Edit Delete
41 Milestone - Hibernate - Not Selling Kent Kwok 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 Kent Kwok 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) Kent Kwok disposition_set set_property_milestone , check_or_uncheck_task Edit Delete
43 Disposition - FAIL - Lead - Unresponsive Kent Kwok disposition_set set_property_milestone Edit Delete
44 Disposition - FAIL - Lead - Other Agents (Seller) Kent Kwok disposition_set set_property_milestone Edit Delete
76 Disposition - Potential Spam (Fails and Sends SMS) Test User 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 Kent Kwok 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 Kent Kwok listing_changed create_task Edit Delete
50 If listed property sells, notify staff to send off congratulations email Kent Kwok 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 Kent Kwok listing_changed create_task Edit Delete
53 If user changes property to MA or AA, change them to the staff of the property Kent Kwok milestone_changed set_property_staff Edit Delete
54 MIlestone - Hibernate - Qualified Kent Kwok 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 Kent Kwok 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 Kent Kwok milestone_changed set_contact_tag Edit Delete
61 If seller guide lead is created, send seller guide email Kent Kwok property_created set_contact_tag , set_property_milestone , send_email Edit Delete
65 If new rental listing, alert admin staff to check Kent Kwok rental_listing_changed create_task Edit Delete
67 MA with No Added Or Accepted Agents (36 Hours) Thomas Roberts no_agent_added create_task Edit Delete
69 Property Management - Lead Call Attempt 1 Thomas Roberts 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 Thomas Roberts disposition_set send_email , send_sms , set_property_milestone , check_or_uncheck_task Edit Delete
68 Property Management - Meeting Agents (In Progress) Thomas Roberts 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) Kent Kwok agent_agreed send_email , send_sms , send_sms , send_email Edit Delete
73 Property Management - Referral Not Accepted - Reminder Thomas Roberts referral_not_accepted send_sms , send_email Edit Delete
75 Property Management - Referral Not Accepted - 72 Hour Staff F/up Task Thomas Roberts referral_not_accepted check_or_uncheck_task , create_task Edit Delete
71 Property Management - Hibernate Disposition - Set to Hibernate Auto Thomas Roberts disposition_set set_property_milestone Edit Delete
70 Property Management - Hibernate Milestone - Not Renting (Automated) Thomas Roberts 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) Kent Kwok property_created send_sms Edit Delete
81 New Lead - Send SMS (Partners w Service Property Management) Kent Kwok property_created send_sms Edit Delete
60 Property Report - If property report value lead is created, add newsletter and email drip campaign Kent Kwok 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 Kent Kwok 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 Thomas Roberts task_completed set_property_tag , set_property_tag Edit Delete
88 Create Call Back Task - 1 Week Thomas Roberts disposition_set create_task Edit Delete
89 Create Call Back Task - 2 Days Thomas Roberts disposition_set create_task Edit Delete
90 Milestone - Hibernate - Not Selling - RE-ENGAGED Kent Kwok milestone_changed set_property_tag , add_track_to_property , remove_track_from_property Edit Delete
91 Disposition - Hibernate - Not Selling (Re-engaged) Thomas Roberts disposition_set set_property_milestone Edit Delete
93 BA - New Property - Create Task to Check Lead Thomas Roberts property_created create_task Edit Delete
95 BA - Disposition - Meeting Agents - Change Milestone to MA, Add BA Track etc Test User 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 Kent Kwok email_sent create_task Edit Delete
98 BA - Referral Sent Agent 2 - Create Accepted Task for Agent 2 Kent Kwok email_sent create_task Edit Delete
99 BA - Referral Sent Agent 3 - Create Accepted Task for Agent 3 Kent Kwok email_sent create_task Edit Delete
101 BA - Click-To-Reveal - Agent accepts - Email Agent Owner Details & Email Owner Kent Kwok 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 Kent Kwok agent_agreed send_email Edit Delete
107 Home Selling Masterclass - NSW Kent Kwok 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 Kent Kwok 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