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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
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
102 BA - Referral Not Accepted - 72 Hour Staff F/up Task Staff 3 referral_not_accepted check_or_uncheck_task , create_task 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