Set workflow trigger conditions

Learn how to create a filter to trigger property or contact records to enter into your workflow.

When setting up a workflow, you need to create a filter to automatically trigger property or contact records to enter the workflow.

Setting up your workflow trigger conditions:

1. Click Workflows in the left-hand menu.
   
   
   
   
2. On the Workflows page, select Create Workflow
   
   
   
   
3. Choose whether the workflow is for properties or contacts.
   
   
4. On the Create Workflow page, click Set Conditions.
   
   
5. Select the filter conditions to ensure only the preferred records enter the workflow.
   
   
   
   
6. Click Save.
   
   
   
   
7. Choose if records should re-enroll in the workflow by toggling the re-enrollment option
   
   
   
   
8. Add Actions by clicking on the '+' icon.
   
   
9. Select the type of actions from CRM, Outreach, Controls, or Others.
   
   
10. Edit the Workflow Title and click Save.