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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 Felix Notarte no_agent_added send_email Edit Delete
46 If property is listed with an agent we did not refer, make sure Kent Kwok listing_changed create_task Edit Delete
74 Property Management - Agent Referral Not Accepted Reminder (TEST) Thomas Roberts referral_not_accepted send_sms , create_task , send_email Edit Delete
66 Ask Mari to invoice partner company if property becomes secured Kent Kwok milestone_changed create_task Edit Delete
63 Unregistered partner/agent to be sent click-to-reveal messages upon quote request Kent Kwok 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) Kent Kwok 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 Kent Kwok tags_belongs_contact send_email Edit Delete
21 Test Workflow for E V E R Y T H I N G Kent Kwok 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) Thomas Roberts property_created set_property_milestone , create_task , check_or_uncheck_task , check_or_uncheck_task Edit Delete
51 Test Trigger Kent Kwok milestone_changed send_email Edit Delete
48 Disposition - NO_USER_RESPONSE Hangup Cause (Disabled) Kent Kwok disposition_set Edit Delete
1 Test Trigger Andrey Orlov milestone_changed conversion_add Edit Delete
25 Send SMS Only WREA-590 Kent Kwok disposition_set send_sms Edit Delete
24 Agent Updates Test Workflow Kent Kwok milestone_changed change_agent_status Edit Delete
23 Workflow Testing Kent Kwok task_not_completed send_email Edit Delete
22 Isolating Workflow Bugs Kent Kwok milestone_changed send_sms Edit Delete
14 Assign property to current user when milestone changes to test Andrey Orlov milestone_changed set_property_staff Edit Delete
12 Disposition - Report Test User disposition_set set_property_milestone Edit Delete
13 Disposition Test Andrey Orlov disposition_set Edit Delete
82 (TEST) - Create Task Against Contact Thomas Roberts tags_belongs_contact create_task , set_contact_tag Edit Delete
102 BA - Referral Not Accepted - 72 Hour Staff F/up Task Thomas Roberts referral_not_accepted check_or_uncheck_task , create_task Edit Delete
111 Home Selling Masterclass - Sydney TESTER 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
114 6 Week Home Seller Plan (TEST) Kent Kwok 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 Thomas Roberts agent_added_to_property send_email Edit Delete
116 Self-Serve - Agent Added to Property Felix Test NO Thomas Roberts agent_added_to_property send_email Edit Delete