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Create a Custom Workflow

  • Updated

Learn how to build a custom workflow from scratch by connecting a series of triggers and events. You can use the same skills to edit an existing workflow.

Note: A trigger is an action that causes one or more events to start. In BrokerEngine, the trigger of a workflow is the movement of a card from one stage to another.

In This Article

  1. Open a Blank Workflow Template
  2. Select a Trigger
  3. Add a Step
  4. Save and Publish the Workflow
  5. Add a Delay and Follow Up Step

Prerequisites

  • Get an overview of workflows here
  • Read about all the custom workflow options here

Video Walkthrough

Step-by-Step Guide

Follow these steps to create a custom workflow:

Step 1 — Open a Blank Workflow Template

  1. Click the account icon (with your initials) in the bottom corner of the left menu.
  2. Select Settings > Workflow > Workflow Templates.
  3. Click the New button.

Step 2 — Select a Trigger

Name the workflow and select a trigger. Go to the Name field and enter a unique name for the workflow.

Tip: Add the stage number and name to the workflow template name. Locating a specific workflow on the Workflow Templates page is much easier if you search by stage number and stage name.

Select a trigger. Click the first field and make sure Deal Stage Enters is enabled. Go to the next field, scroll through the list, and select a stage on the drop-down menu.

The checkbox next to Cancel pending workflow steps on Stage Exit is optional:

  • If checked — BrokerEngine terminates the workflow when the card moves to a different stage.
  • If not checked — BrokerEngine runs the entire workflow from start to finish after the initial trigger fires.

Step 3 — Add a Step

A step is the action you want to happen after a workflow trigger fires. Click Add Step and select an action on the drop-down menu. There are 10+ choices including a custom option.

For example, to send an email:

  1. Click the Step Type field and select Email.
  2. Click the template fields and select a template.
  3. Attach a document to the email. (optional)
  4. Choose your send option.

Note: If you select Email Template Recipients, BrokerEngine looks for the recipients listed in the email template. Open the template and verify the names in the To field.

Step 4 — Save and Publish the Workflow

Click the Save button to keep the changes. Switch on the Publish toggle to enable the workflow. Switch off the Publish toggle to stop the automation and edit the workflow.

Step 5 — Add a Delay and Follow Up Step

You can attach any number of steps to a single workflow. You can also add a delay so that multiple actions don't happen at the same time.

  1. Click the plus (+) icon at the bottom of the last workflow card.
  2. Select Delay on the menu.

Select Period of Time and enter the number of calendar (or business) days.

Click the plus (+) icon and select your next action (e.g. Email). Configure the step and click Save, then publish the workflow.

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