The following is a reference guide to all available workflow steps and what they do. For more information on workflows and setting one up, check out An Introduction to Workflows.
Line Item Workflow Steps #
The following tables describe the workflow steps available for Line Items.
When a Line Item Is Added to a Won Contract #
You can take the following actions when a line item is added to a won contract:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the account. |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step checks for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Line Item | |
| Match on Contract/Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B Testing |
| Remove Account/Lead from List | Remove the account for a list |
| Remove Tag | Removes a tag from the item. |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the Billing Status here |
| Set Pipeline Status | Set the Pipeline status here |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Line Item Is Updated #
You can take the following actions when a line item is updated:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the account. |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step checks for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Line Item | |
| Match on Contract/Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B Testing |
| Remove Account/Lead from List | Remove the account for a list |
| Remove Tag | Removes a tag from the item. |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the Billing Status here |
| Set Pipeline Status | Set the Pipeline status here |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Line Item Is Canceled #
You can take the following actions when a line item is Canceled:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the account. |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step checks for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Line Item | |
| Match on Contract/Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B Testing |
| Remove Account/Lead from List | Remove the account for a list |
| Remove Tag | Removes a tag from the item. |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the Billing Status here |
| Set Pipeline Status | Set the Pipeline status here |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Line Item Is Un-Canceled #
You can take the following actions when a line item is Un-Canceled:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the account. |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step checks for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Line Item | |
| Match on Contract/Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B Testing |
| Remove Account/Lead from List | Remove the account for a list |
| Remove Tag | Removes a tag from the item. |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the Billing Status here |
| Set Pipeline Status | Set the Pipeline status here |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When an Ad Is Assigned to a Line Item #
You can take the following actions when an ad is assigned to a line item:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the account. |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step checks for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Line Item | |
| Match on Contract/Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B Testing |
| Remove Account/Lead from List | Remove the account for a list |
| Remove Tag | Removes a tag from the item. |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the Billing Status here |
| Set Pipeline Status | Set the Pipeline status here |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When an Ad Is Un-Assigned to a Line Item #
You can take the following actions when an ad is un-assigned to a line item:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the account. |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step checks for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Line Item | |
| Match on Contract/Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B Testing |
| Remove Account/Lead from List | Remove the account for a list |
| Remove Tag | Removes a tag from the item. |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the Billing Status here |
| Set Pipeline Status | Set the Pipeline status here |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Contract Is Won for a Line Item #
You can take the following actions when a contract is won for a line item:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the account. |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step checks for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Line Item | |
| Match on Contract/Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B Testing |
| Remove Account/Lead from List | Remove the account for a list |
| Remove Tag | Removes a tag from the item. |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the Billing Status here |
| Set Pipeline Status | Set the Pipeline status here |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
Proofs Workflow Steps #
The following tables describe the workflow steps available for Proofs.
When a Proof Is Created #
You can take the following steps when a Proof is created:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Assign User to Ad Request | This step will assign the selected user to the ad request |
| Cancel Ad Request | This step cancels the ad request |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Ad Proof | |
| Match Line Item | |
| Match on Contract/Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Set Contract Billing Status | This step sets the contract billing status per your choosing. |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Proof Is Approved #
You can take the following steps when a Proof is Approved:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Assign User to Ad Request | This step will assign the selected user to the ad request |
| Cancel Ad Request | This step cancels the ad request |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Ad Proof | |
| Match Line Item | |
| Match on Contract/Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Set Contract Billing Status | This step sets the contract billing status per your choosing. |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Proof Is Declined #
You can take the following steps when a Proof is Declined:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Assign User to Ad Request | This step will assign the selected user to the ad request |
| Cancel Ad Request | This step cancels the ad request |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Ad Proof | |
| Match Line Item | |
| Match on Contract/Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Set Contract Billing Status | This step sets the contract billing status per your choosing. |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
Ad Request Workflow Steps #
The following tables describe the workflow steps available for Ad Requests.
When an Ad Request Is Created #
You can take the following steps when an Ad Request is Created:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Assign User to Ad Request | This step will assign the selected user to the ad request |
| Cancel Ad Request | This step cancels the ad request |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Ad Proof | |
| Match Line Item | |
| Match on Contract/ Proposal |
|
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Set Contract Billing Status | This step sets the contract billing status per your choosing. |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When an Ad Request Is Canceled #
You can take the following steps when an Ad Request is Canceled:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Assign User to Ad Request | This step will assign the selected user to the ad request |
| Cancel Ad Request | This step cancels the ad request |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Ad Proof | |
| Match Line Item | |
| Match on Contract/ Proposal |
|
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Set Contract Billing Status | This step sets the contract billing status per your choosing. |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When an Ad Request Is Un-Canceled #
You can take the following steps when an Ad Request is Un-Canceled:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Assign User to Ad Request | This step will assign the selected user to the ad request |
| Cancel Ad Request | This step cancels the ad request |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Ad Proof | |
| Match Line Item | |
| Match on Contract/ Proposal |
|
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Set Contract Billing Status | This step sets the contract billing status per your choosing. |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When an Ad Request Is Completed #
You can take the following steps when an Ad Request is completed:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Assign User to Ad Request | This step will assign the selected user to the ad request |
| Cancel Ad Request | This step cancels the ad request |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Ad Proof | |
| Match Line Item | |
| Match on Contract/ Proposal |
|
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Set Contract Billing Status | This step sets the contract billing status per your choosing. |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When an Ad Request Is Pending Again #
You can take the following steps when an Ad Request is pending again:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the line item |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal. |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Assign User to Ad Request | This step will assign the selected user to the ad request |
| Cancel Ad Request | This step cancels the ad request |
| Cancel Line Item | Cancel a line item |
| Create Ad Request | Create a new ad request if one does not exist |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Invoice Line Item | Invoice the related line item |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match Ad Proof | |
| Match Line Item | |
| Match on Contract/ Proposal |
|
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Set Contract Billing Status | This step sets the contract billing status per your choosing. |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
Account Workflow Steps #
The following tables describe the workflow steps available for Accounts.
When an Account Is Created #
You can take the following steps when an Account is created:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the account |
| Approval | This step will require a user to choose what the next step to occur is |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Customer Email | Send an email to an account or lead. |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When an Account Is Updated #
You can take the following steps when an Account is updated:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the account |
| Approval | This step will require a user to choose what the next step to occur is |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Customer Email | Send an email to an account or lead. |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When an Account's Status Is Set to In-active #
You can take the following steps when an account's status is set to in-active:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the account |
| Approval | This step will require a user to choose what the next step to occur is |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Customer Email | Send an email to an account or lead. |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When an Account's Status Is Set to Active #
You can take the following steps when an account's status is set to active:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the account |
| Approval | This step will require a user to choose what the next step to occur is |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Customer Email | Send an email to an account or lead. |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When an Account Is Transferred to Another User #
You can take the following steps when an account is transferred to another user:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the account |
| Approval | This step will require a user to choose what the next step to occur is |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Customer Email | Send an email to an account or lead. |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Contract Is Won #
You can take the following steps when a contract is won:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the account |
| Approval | This step will require a user to choose what the next step to occur is |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Customer Email | Send an email to an account or lead. |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Proposal Is Created #
You can take the following steps when a proposal is created:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the account |
| Approval | This step will require a user to choose what the next step to occur is |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Customer Email | Send an email to an account or lead. |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Payment Plan Failed to Auto-pay #
You can take the following steps when a payment plan failed to auto-pay:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the account |
| Approval | This step will require a user to choose what the next step to occur is |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Customer Email | Send an email to an account or lead. |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Lead Form Is Submitted #
You can take the following steps when a lead form is submitted:
| Step | Description |
| Add Account to List | Adds the account to a list |
| Add Tag | Adds a tag to the account |
| Approval | This step will require a user to choose what the next step to occur is |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account. |
| Assign User to Account/Lead | This step will assign the selected user to the advertiser |
| Customer Email | Send an email to an account or lead. |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list. |
| Remove Tag | Remove a tag |
| Restart Workflow | This step will restart the workflow. |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
Contact Workflow Steps #
The following tables describe the workflow steps available for Contacts.
When a Contact Is Created #
You can take the following actions when a contact is created:
| Step | Description |
| Add Tag | Adds a tag to the Contact |
| Approval | This step will require a user to choose what the next step to occur is |
| Customer Email | Send an email to an account or lead. |
| Delay | Delay the next step in the process by a defined amount of time |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Tag | Removes a tag from the related item |
| Restart Workfow | This step will restart the workflow. |
| Run Work Flow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Contact Is Updated #
You can take the following actions when a contact is updated:
| Step | Description |
| Add Tag | Adds a tag to the Contact |
| Approval | This step will require a user to choose what the next step to occur is |
| Customer Email | Send an email to an account or lead. |
| Delay | Delay the next step in the process by a defined amount of time |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Tag | Removes a tag from the related item |
| Restart Workfow | This step will restart the workflow. |
| Run Work Flow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Contact Is Deleted #
You can take the following actions when a contact is deleted:
| Step | Description |
| Add Tag | Adds a tag to the Contact |
| Approval | This step will require a user to choose what the next step to occur is |
| Customer Email | Send an email to an account or lead. |
| Delay | Delay the next step in the process by a defined amount of time |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Note | Add a note to a related item |
| Notification | Attach a notification to a related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Tag | Removes a tag from the related item |
| Restart Workfow | This step will restart the workflow. |
| Run Work Flow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | This step sets the pipeline to a defined status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
Contract Workflow Steps #
The following tables describe the workflow steps available for Contracts.
When a Contract Is Set to Won #
You can take the following actions when a contract is Set to Won:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on. a proposal |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Contract/ Proposal |
|
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Remove Account/Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the contract to a defined billing status |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Contract Discount Approval Is Requested #
You can take the following actions when a contract discount approval is requested:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on. a proposal |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Contract/ Proposal |
|
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Remove Account/Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the contract to a defined billing status |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Contract Is Set to Lost #
You can take the following actions when a contract is set to lost:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on. a proposal |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Contract/ Proposal |
|
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Remove Account/Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the contract to a defined billing status |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Checkout Purchase Is Completed #
You can take the following actions when a checkout purchase is completed:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on. a proposal |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Contract/ Proposal |
|
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Remove Account/Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the contract to a defined billing status |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
Invoice Workflow Steps #
The following tables describe the workflow steps available for invoices.
When an Invoice is Created #
You can take the following actions when an invoice is created:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Contract/ Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Print Invoice | Ad Sales Genius will print and mail the invoices for $1.49 per invoice |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the contract to a defined billing status |
| Set Invoice Commission Status | Set the Commission status on the invoice |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
| Write Off Invoice | Writes off the balance of the invoice |
When an Invoice Is Updated #
You can take the following actions when an invoice is updated:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Contract/ Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Print Invoice | Ad Sales Genius will print and mail the invoices for $1.49 per invoice |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the contract to a defined billing status |
| Set Invoice Commission Status | Set the Commission status on the invoice |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
| Write Off Invoice | Writes off the balance of the invoice |
When a Payment Is Applied #
You can take the following actions when a payment is applied:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Contract/ Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Print Invoice | Ad Sales Genius will print and mail the invoices for $1.49 per invoice |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the contract to a defined billing status |
| Set Invoice Commission Status | Set the Commission status on the invoice |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
| Write Off Invoice | Writes off the balance of the invoice |
When an Auto Payment Failed to Charge #
The following actions can be taken when an auto payment fails to charge:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Contract/ Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Print Invoice | Ad Sales Genius will print and mail the invoices for $1.49 per invoice |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the contract to a defined billing status |
| Set Invoice Commission Status | Set the Commission status on the invoice |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
| Write Off Invoice | Writes off the balance of the invoice |
When an Invoice Is Written Off #
The following actions can be taken when an invoice is written off:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Contract/ Proposal | |
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Print Invoice | Ad Sales Genius will print and mail the invoices for $1.49 per invoice |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the contract to a defined billing status |
| Set Invoice Commission Status | Set the Commission status on the invoice |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
| Write Off Invoice | Writes off the balance of the invoice |
Payment Workflow Steps #
The following tables describe the workflow steps available for Payments.
When a Payment Is Created #
You can take the following actions when a payment is created:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/ Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Payment | |
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/ Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Payment Is Updated #
You can take the following actions when a payment is updated:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/ Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Payment | |
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/ Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
When a Payment Is Applied to an Invoice #
You can take the following actions when a payment is applied to an invoice:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/ Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Payment | |
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/ Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
Payment to Invoice Workflow Steps #
The following tables describe the workflow steps available for payments to invoices.
When a Payment to an Invoice Is Updated #
You can take the following actions when a payment to an invoice is updated:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/ Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Contract/ Proposal | |
| Match on Payment | |
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Print Invoice | Ad Sales Genius will print and mail the invoices for $1.49 per invoice |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/ Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the contract to a defined billing status |
| Set Invoice Commission Status | Set the Commission status on the invoice |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this work flow is assigned to. |
| Write Off Invoice | Writes off the balance of the invoice |
When a Payment to an Invoice is Created #
You can take the following actions when a payment to an invoice is created:
| Step | Description |
| Add Account to List | Add the account to a list |
| Add Tag | Add a tag to the contract |
| Approval | This step will require a user to choose what the next step to occur is |
| Approve Discount | Approve a discount on a proposal |
| Assign Primary Info | This step will prompt the desired user to assign the primary contact information on the account |
| Assign User to Account/ Lead | This step will assign the selected user to the account |
| Customer Email | Send an email to an account or lead |
| Delay | Delay the next step in the process by a defined amount of time |
| Duplicate Check | This step will check for any potential duplicate contacts or accounts in the system |
| Mail Chimp | Send an email to a list in Mail Chimp |
| Match Account | |
| Match on Contract/ Proposal | |
| Match on Payment | |
| Note | Add a note to a related item |
| Notification | Attach a notification to the related item |
| Print Invoice | Ad Sales Genius will print and mail the invoices for $1.49 per invoice |
| Randomizer | This step randomly chooses a path to follow. Great for A/B testing. |
| Remove Account/ Lead from List | Remove the account from a list |
| Remove Tag | Remove a tag from the related item |
| Restart Workflow | Go back to the start of the workflow |
| Run Workflow | This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction |
| Set Contract Billing Status | Set the contract to a defined billing status |
| Set Invoice Commission Status | Set the Commission status on the invoice |
| Set Pipeline Status | Set the contract to a new pipeline status |
| Set Proposal to Won | Convert a proposal to a won contract |
| Slack | Provide updates and messages via your Slack channels |
| Stop Other Workflows | Cancel other workflows related to the customer account that may be currently running |
| Task | Create a task for the item |
| User Email | Send an email from one user to another. |
| Web Hook | For Developers: Use this to call a web address and merge in data in the URL. |
| Work Flow Assign User | This will change the user this workflow is assigned to. |
| Write Off Invoice | Writes off the balance of the invoice |
