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Available Workflow Steps Reference Guide

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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the account.
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step checks for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Line Item 
Match on Contract/Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from ListRemove the account for a list
Remove TagRemoves a tag from the item.
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the Billing Status here
Set Pipeline StatusSet the Pipeline status here
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the account.
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step checks for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Line Item 
Match on Contract/Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from ListRemove the account for a list
Remove TagRemoves a tag from the item.
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the Billing Status here
Set Pipeline StatusSet the Pipeline status here
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the account.
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step checks for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Line Item 
Match on Contract/Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from ListRemove the account for a list
Remove TagRemoves a tag from the item.
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the Billing Status here
Set Pipeline StatusSet the Pipeline status here
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the account.
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step checks for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Line Item 
Match on Contract/Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from ListRemove the account for a list
Remove TagRemoves a tag from the item.
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the Billing Status here
Set Pipeline StatusSet the Pipeline status here
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the account.
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step checks for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Line Item 
Match on Contract/Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from ListRemove the account for a list
Remove TagRemoves a tag from the item.
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the Billing Status here
Set Pipeline StatusSet the Pipeline status here
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the account.
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step checks for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Line Item 
Match on Contract/Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from ListRemove the account for a list
Remove TagRemoves a tag from the item.
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the Billing Status here
Set Pipeline StatusSet the Pipeline status here
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the account.
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step checks for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Line Item 
Match on Contract/Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from ListRemove the account for a list
Remove TagRemoves a tag from the item.
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the Billing Status here
Set Pipeline StatusSet the Pipeline status here
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Assign User to Ad RequestThis step will assign the selected user to the ad request
Cancel Ad RequestThis step cancels the ad request
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Ad Proof 
Match Line Item 
Match on Contract/Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Set Contract Billing StatusThis step sets the contract billing status per your choosing.
Set Pipeline StatusThis step sets the pipeline to a defined status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Assign User to Ad RequestThis step will assign the selected user to the ad request
Cancel Ad RequestThis step cancels the ad request
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Ad Proof 
Match Line Item 
Match on Contract/Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Set Contract Billing StatusThis step sets the contract billing status per your choosing.
Set Pipeline StatusThis step sets the pipeline to a defined status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Assign User to Ad RequestThis step will assign the selected user to the ad request
Cancel Ad RequestThis step cancels the ad request
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Ad Proof 
Match Line Item 
Match on Contract/Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Set Contract Billing StatusThis step sets the contract billing status per your choosing.
Set Pipeline StatusThis step sets the pipeline to a defined status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Assign User to Ad RequestThis step will assign the selected user to the ad request
Cancel Ad RequestThis step cancels the ad request
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Ad Proof 
Match Line Item 
Match on Contract/
Proposal
 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Set Contract Billing StatusThis step sets the contract billing status per your choosing.
Set Pipeline StatusThis step sets the pipeline to a defined status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Assign User to Ad RequestThis step will assign the selected user to the ad request
Cancel Ad RequestThis step cancels the ad request
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Ad Proof 
Match Line Item 
Match on Contract/
Proposal
 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Set Contract Billing StatusThis step sets the contract billing status per your choosing.
Set Pipeline StatusThis step sets the pipeline to a defined status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Assign User to Ad RequestThis step will assign the selected user to the ad request
Cancel Ad RequestThis step cancels the ad request
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Ad Proof 
Match Line Item 
Match on Contract/
Proposal
 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Set Contract Billing StatusThis step sets the contract billing status per your choosing.
Set Pipeline StatusThis step sets the pipeline to a defined status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Assign User to Ad RequestThis step will assign the selected user to the ad request
Cancel Ad RequestThis step cancels the ad request
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Ad Proof 
Match Line Item 
Match on Contract/
Proposal
 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Set Contract Billing StatusThis step sets the contract billing status per your choosing.
Set Pipeline StatusThis step sets the pipeline to a defined status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the line item
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal.
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Assign User to Ad RequestThis step will assign the selected user to the ad request
Cancel Ad RequestThis step cancels the ad request
Cancel Line ItemCancel a line item
Create Ad RequestCreate a new ad request if one does not exist
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Invoice Line ItemInvoice the related line item
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match Ad Proof 
Match Line Item 
Match on Contract/
Proposal
 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Set Contract Billing StatusThis step sets the contract billing status per your choosing.
Set Pipeline StatusThis step sets the pipeline to a defined status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the account
ApprovalThis step will require a user to choose what the next step to occur is
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Customer EmailSend an email to an account or lead.
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Run WorkflowThis 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 StatusThis step sets the pipeline to a defined status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the account
ApprovalThis step will require a user to choose what the next step to occur is
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Customer EmailSend an email to an account or lead.
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Run WorkflowThis 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 StatusThis step sets the pipeline to a defined status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the account
ApprovalThis step will require a user to choose what the next step to occur is
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Customer EmailSend an email to an account or lead.
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Run WorkflowThis 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 StatusThis step sets the pipeline to a defined status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the account
ApprovalThis step will require a user to choose what the next step to occur is
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Customer EmailSend an email to an account or lead.
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Run WorkflowThis 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 StatusThis step sets the pipeline to a defined status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the account
ApprovalThis step will require a user to choose what the next step to occur is
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Customer EmailSend an email to an account or lead.
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Run WorkflowThis 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 StatusThis step sets the pipeline to a defined status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the account
ApprovalThis step will require a user to choose what the next step to occur is
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Customer EmailSend an email to an account or lead.
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Run WorkflowThis 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 StatusThis step sets the pipeline to a defined status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the account
ApprovalThis step will require a user to choose what the next step to occur is
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Customer EmailSend an email to an account or lead.
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Run WorkflowThis 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 StatusThis step sets the pipeline to a defined status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the account
ApprovalThis step will require a user to choose what the next step to occur is
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Customer EmailSend an email to an account or lead.
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Run WorkflowThis 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 StatusThis step sets the pipeline to a defined status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdds the account to a list
Add TagAdds a tag to the account
ApprovalThis step will require a user to choose what the next step to occur is
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/LeadThis step will assign the selected user to the advertiser
Customer EmailSend an email to an account or lead.
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list.
Remove TagRemove a tag 
Restart WorkflowThis step will restart the workflow. 
Run WorkflowThis 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 StatusThis step sets the pipeline to a defined status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add TagAdds a tag to the Contact
ApprovalThis step will require a user to choose what the next step to occur is
Customer EmailSend an email to an account or lead.
DelayDelay the next step in the process by a defined amount of time
Mail ChimpSend an email to a list in Mail Chimp
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove TagRemoves a tag from the related item
Restart WorkfowThis step will restart the workflow. 
Run Work FlowThis 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 StatusThis step sets the pipeline to a defined status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add TagAdds a tag to the Contact
ApprovalThis step will require a user to choose what the next step to occur is
Customer EmailSend an email to an account or lead.
DelayDelay the next step in the process by a defined amount of time
Mail ChimpSend an email to a list in Mail Chimp
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove TagRemoves a tag from the related item
Restart WorkfowThis step will restart the workflow. 
Run Work FlowThis 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 StatusThis step sets the pipeline to a defined status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add TagAdds a tag to the Contact
ApprovalThis step will require a user to choose what the next step to occur is
Customer EmailSend an email to an account or lead.
DelayDelay the next step in the process by a defined amount of time
Mail ChimpSend an email to a list in Mail Chimp
NoteAdd a note to a related item
NotificationAttach a notification to a related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove TagRemoves a tag from the related item
Restart WorkfowThis step will restart the workflow. 
Run Work FlowThis 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 StatusThis step sets the pipeline to a defined status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on. a proposal
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Contract/
Proposal
 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
Remove Account/Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a defined billing status
Set Pipeline StatusSet the contract to a new pipeline status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on. a proposal
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Contract/
Proposal
 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
Remove Account/Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a defined billing status
Set Pipeline StatusSet the contract to a new pipeline status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on. a proposal
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Contract/
Proposal
 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
Remove Account/Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a defined billing status
Set Pipeline StatusSet the contract to a new pipeline status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on. a proposal
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Contract/
Proposal
 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
Remove Account/Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a defined billing status
Set Pipeline StatusSet the contract to a new pipeline status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Contract/ Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
Print InvoiceAd Sales Genius will print and mail the invoices for $1.49 per invoice
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a defined billing status
Set Invoice Commission StatusSet the Commission status on the invoice
Set Pipeline StatusSet the contract to a new pipeline status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis will change the user this work flow is assigned to.
Write Off InvoiceWrites off the balance of the invoice

When an Invoice Is Updated

You can take the following actions when an invoice is updated:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Contract/ Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
Print InvoiceAd Sales Genius will print and mail the invoices for $1.49 per invoice
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a defined billing status
Set Invoice Commission StatusSet the Commission status on the invoice
Set Pipeline StatusSet the contract to a new pipeline status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis will change the user this work flow is assigned to.
Write Off InvoiceWrites off the balance of the invoice

When a Payment Is Applied

You can take the following actions when a payment is applied:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Contract/ Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
Print InvoiceAd Sales Genius will print and mail the invoices for $1.49 per invoice
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a defined billing status
Set Invoice Commission StatusSet the Commission status on the invoice
Set Pipeline StatusSet the contract to a new pipeline status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis will change the user this work flow is assigned to.
Write Off InvoiceWrites 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:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Contract/ Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
Print InvoiceAd Sales Genius will print and mail the invoices for $1.49 per invoice
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a defined billing status
Set Invoice Commission StatusSet the Commission status on the invoice
Set Pipeline StatusSet the contract to a new pipeline status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis will change the user this work flow is assigned to.
Write Off InvoiceWrites off the balance of the invoice

When an Invoice Is Written Off

The following actions can be taken when an invoice is written off:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Contract/ Proposal 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
Print InvoiceAd Sales Genius will print and mail the invoices for $1.49 per invoice
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a defined billing status
Set Invoice Commission StatusSet the Commission status on the invoice
Set Pipeline StatusSet the contract to a new pipeline status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis will change the user this work flow is assigned to.
Write Off InvoiceWrites 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:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/ LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Payment 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/ Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a new pipeline status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/ LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Payment 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/ Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a new pipeline status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/ LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Payment 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/ Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a new pipeline status
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis 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:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/ LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Contract/ Proposal 
Match on Payment 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
Print InvoiceAd Sales Genius will print and mail the invoices for $1.49 per invoice
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/ Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a defined billing status
Set Invoice Commission StatusSet the Commission status on the invoice
Set Pipeline StatusSet the contract to a new pipeline status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis will change the user this work flow is assigned to.
Write Off InvoiceWrites 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:

StepDescription
Add Account to ListAdd the account to a list
Add TagAdd a tag to the contract
ApprovalThis step will require a user to choose what the next step to occur is
Approve DiscountApprove a discount on a proposal
Assign Primary InfoThis step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/ LeadThis step will assign the selected user to the account
Customer EmailSend an email to an account or lead
DelayDelay the next step in the process by a defined amount of time
Duplicate CheckThis step will check for any potential duplicate contacts or accounts in the system
Mail ChimpSend an email to a list in Mail Chimp
Match Account 
Match on Contract/ Proposal 
Match on Payment 
NoteAdd a note to a related item
NotificationAttach a notification to the related item
Print InvoiceAd Sales Genius will print and mail the invoices for $1.49 per invoice
RandomizerThis step randomly chooses a path to follow. Great for A/B testing.
Remove Account/ Lead from ListRemove the account from a list
Remove TagRemove a tag from the related item
Restart WorkflowGo back to the start of the workflow
Run WorkflowThis 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 StatusSet the contract to a defined billing status
Set Invoice Commission StatusSet the Commission status on the invoice
Set Pipeline StatusSet the contract to a new pipeline status
Set Proposal to WonConvert a proposal to a won contract
SlackProvide updates and messages via your Slack channels
Stop Other WorkflowsCancel other workflows related to the customer account that may be currently running
TaskCreate a task for the item
User EmailSend an email from one user to another.
Web HookFor Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign UserThis will change the user this workflow is assigned to.
Write Off InvoiceWrites off the balance of the invoice
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