Workflow Automation
Trigger Events
New Lead Created
When a new lead is added to the system
Lead Status Changed
When lead status is updated
Application Started
When client begins application
Document Uploaded
When client uploads a document
X Days Without Contact
After specified days of no activity
Lead Score Crosses Threshold
When lead score reaches target
Pre-built Templates
New Lead Welcome
SMS → Email → Task
5 steps•Ready to use
High Score Alert
Score > 80 → SMS to lead + Task to agent
3 steps•Ready to use
Document Chase
Wait 24h → Email → Wait 48h → SMS → Task
6 steps•Ready to use
Application Abandonment
No activity 3 days → Email sequence
6 steps•Ready to use
Workflow Settings
Execution History
Total Executions247
Success Rate94.3%
Last 24 Hours12