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 | 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 | |
| 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 | |
| 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 |