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Workflow Trigger Conditions

  • Updated

A trigger is an event that starts an automated workflow. For example, if a lead card moves to Stage Documents Requested, a workflow automatically sends the broker an email message. To create a robust workflow, you can apply further conditions to a trigger. The workflow only starts when a trigger conditions have been met.

 

Contents

Prerequisites
Trigger Condition Types
Positive conditions
Negative conditions
Selecting a trigger condition
Managing conflicting workflows
One positive and negative condition
Two positive conditions
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Prerequisites

Know how to create a workflow.

Trigger Condition Types

You can set positive or negative conditions.

Positive conditions

BrokerEngine starts the workflow if the condition is true. In the example below, the workflow starts when a lead card moves into Stage 6 (Checklist Documents Requested) if the Deal Type is Purchase.

  1. Create a workflow and click the Trigger Conditions link.

  2. Click the field and select Only trigger this workflow if the following conditions are also met.

  3. Click a field and enable a trigger. (see below)

  4. Complete the workflow.

  5. Click Save.

 

Negative conditions

BrokerEngine doesn't start the workflow if the condition is true. In the example below, the workflow does not start when a lead card moves into Stage 6 (Checklist Documents Requested) if the Deal Type is Construction (Own Land).

  1. Create a workflow and click the Trigger Conditions link.

  2. Click the field and select Do not trigger this workflow if the following conditions are met.

  3. Click a field and enable a trigger. (see below)

  4. Complete the workflow.

  5. Click Save.

 

Selecting a trigger condition

You can add these types of conditions:

  • Lender - Trigger a workflow if the selected lender is assigned to the lead/deal.

  • Deal Tag - Trigger a workflow if the selected tag is assigned to the lead/deal.

  • Deal Type - Trigger a workflow if a specific Funding Position deal type is selected (i.e. Purchase, Refi, Construction, Land and Build, or Top Up).

  • 1-Click Workflow - BrokerEngine has a long list of 1-Click-Workflows you can use to tell the system there is a deal variation with actions that need to be addressed. You can build a custom workflow that triggers only when a particular 1-Click-Workflow has been assigned to a deal.

  • Broker Brand - Useful if you operate multiple brands that have different processes or communication systems. Create a specific workflow based on the brand assigned to a lead or deal.

  • Lead Source - Useful when you're running a marketing campaign. Build a specific workflow that triggers if a particular lead source is assigned against the lead or deal.

 

Managing conflicting workflows

Occasionally, workflows overlap. For example, you might create a workflow to handle generic requests for loan application supporting documentation and a different supporting documentation workflow for situations where the client lives in another country.

One positive and negative condition

You can avoid running multiple workflows for the same scenario by creating trigger conditions that limit when BrokerEngine starts each workflow. For example, you might use these settings:

  • For the generic workflow - Select Do not trigger this workflow if the following conditions are met plus 1-Click Workflow > Client Lives Overseas.

  • For the specific workflow - Select Only trigger this workflow if the following conditions are also met plus 1-Click Workflow > Client Lives Overseas.

Two positive conditions

You could trigger a specific workflow with two positive conditions. In the example below, the workflow starts if the deal is lodged with Credit Union SA and it is a Purchase. Both conditions must be true. Otherwise, this workflow does not start.

 

 

Here's the catch. You might have a standard workflow that runs on all new deals. To ensure that you don't run both workflows on the same deal, add a negative condition to the standard workflow. Configure that workflow to not trigger if the deal is a purchase from Credit Union SA.

  • Do not trigger this workflow if the following condition is true: Lender = Credit Union SA

     

     

     

    Caution

    In the above example, BrokerEngine won't trigger the workflow if the lender is Credit Union SA. If you create another workflow with two positive conditions (the lender is Credit Union SA and the deal type is Purchase) BrokerEngine won't run the workflow unless both conditions are true. That means BrokerEngine won't run the workflow for any purchase deal.

Related articles

Custom Workflow Introduction

Auto Assigning of Workflow Tasks

 

 

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