Suggested Trigger

When a contact is invited to start an application

Suggested Action

Notify concerned contact (when applicable)

Suggested Trigger

When a contact registers on a portal

Suggested Action

Notify concerned contact (when applicable)

Suggested Trigger

When a message is sent to a stakeholder

Suggested Action

Notify concerned contact (when applicable)

Recommendation

Adding a due date to your process. See here

Suggested Trigger

When an application is created

Suggested Pause

Wait 3 days

Suggested Condition

Missing items > 1

Suggestion Action

Notify concerned contact

Suggested Trigger

When a new status step is updated in the checklist to 'pending review' (A form in this example)

Suggested Action

Notify team member

Recommendation

List internal tasks in the process Todo section. Learn more here

Suggested Trigger

When an application task is completed

Suggested Action

Notify Team member

Suggested Trigger

When another application task is completed

Suggested Action

Notify another Team member

Recommendation

List internal tasks in the process Todo section. Learn more here

Suggested Trigger

When an application task is completed

Suggested Action

Progress an application

Suggested Pause

Wait 2 days

Suggested action

Notify several stakeholders

Recommendation

Adding a due date to your process. See here

Suggested Trigger

When an application is created

Suggested Pause

Wait until 1 day before application due date

Suggested Condition

Check if there is any missing item

Suggested Action

Notify several stakeholders

Suggested Trigger

When a shortcut button is clicked

Suggested Action

Notify several stakeholders

Suggested Trigger

When an application is created

Suggested Pause

Wait 5 days

Suggested Condition

Check if there is any missing item

Suggested Action

Notify several stakeholders (if missing items)

Suggested Pause

Wait 5 days

Suggested Condition

Check if there is any missing item

Suggested Action

Notify several stakeholders (if missing items)

Suggested Pause

Wait 5 days

And so on...

Recommendation

You'll need to have in mind the 2 processes you want to connect. And also use merge fields in the recipient's related fields.

Suggested Trigger

When an application progress stage is updated

Suggested Action

Create a new application

Suggested Action

Notify several stakeholders (only if the second process doesn't have an invitation email)

Recommendation

List all stakeholders potentially involved in your process first. And also collect Fname, Lname & email addresses of related stakeholders (if not known already) in a form so you can use merge fields to fill out this info in the action below.

Suggested Trigger

When a step status is updated in the checklist (Eg. When a form is filled out)

Suggested Action

Assign a new stakeholder

Suggested Action

Notify several stakeholders

Recommendation

Create a list of tags first

Suggested Trigger

When a contact clicks on button <I've finished>

Suggested Condition

And the answer to a form question is 'X'

Suggested Action

Apply tags to application

Suggested Action

Notify specific team members

Recommendation

List internal tasks in the process Todo section. Learn more here

Suggested Trigger

When one or several application tasks are completed

Suggested Action

Notify Team member

Recommendation

Having already in mind the list of processes and associated form fields

Suggested Trigger

When the new status of application is Closed

Suggested Condition

Form value is 'XYZ'

Suggested Action

Start a new application

Suggested Condition

Another form value is 'ABC'

Suggestion Action

Start a new application

And so on...

Suggested Trigger

When an application is created

Suggested Condition

When the value of the form field is equal to "Normandy

Suggested Action

Change the person in charge of the application

Suggested Trigger

When the status of the "Form" step becomes approved

Suggested Action

Generate the files for the "sign the contract" steps

Suggested Trigger

When the status of the application becomes "pre-approved"

Suggested action

Change the deadline of the file

Suggested Trigger

When a stakeholder is asked to complete an application

Suggested Action

Notify the concerned stakeholder

Suggested Condition

The status of the element "information sheet to be filled" is equal to "in progress".

Suggested Action

Pre-validate the steps

Suggested Trigger

When an application is created

Suggested Action

Change the application title to the full name of the contact: {CONTACT_FULLNAME}

Suggested Trigger

When clicking on the custom "Send Reminder" button

Suggested action

Notify stakeholders

Suggested Trigger

When the "validate" task of the "identity card" step has been completed

Suggested Action

Change the status of the application to "pre-approved

Suggested Action

Notify the concerned stakeholder

Suggested condition

When the "form" is approved

If yes: Suggested action

Modify the visibility of a step by stakeholders

If no: Suggested pause

Wait up to 2 days before the deadline of the stage

Suggested action

Notify the person responsible for the application

Suggested Trigger

When an application is created

Suggested Action

Rename application : {CONTACT_COMPANY}

Suggested Trigger

When an application is created

Suggested Action

Rename application : {DOSSIER_CREATED_AT}

Suggested Trigger

When a message is sent to a stakeholder (primary)

Suggested Action

Notify concerned contact (when applicable)

Suggested Trigger

When an attachment is added to a live application

Suggested Action

Prevalidate items

Suggested Trigger

When the owner of the application is changed

Suggested Condition

The status of application equals to “in progress”

Suggested Action

Notify concerned contact

Suggested Trigger

When a new step is added to the application checklist

Suggested Condition

Status of application equals to “pre-approved”

Suggested Action

Change status of application to “in progress”

Suggested Trigger

When a step status is updated in the checklist

Suggested Pause

Wait until 1 day after this event

Suggested Action

Notify the owner of application

Suggested Condition

The value of expression {CONTACT_FULLNAME} is empty

Suggested Action

Rename application with a new title : {CONTACT_COMPANY}

Suggested Trigger

When an application is pre-validated

Suggested Condition

The status of item “Identity card” is not equal to “approved”

Suggested Action

Update application status to “In progress”

Suggested Trigger

When a contact click on button < I’ve finished >

Suggested Condition

Status of application is not equal to “Pre-approved”

Suggested Action

Update application status

Suggested Trigger

When an application progress stage is updated

Suggested Pause

Wait until 1 day after this event

Suggested Action

Notify owner of application

Suggested Trigger

When a contact registers on a portal

Suggested Condition

The stage of this application equal to “Under Review”

Suggested Pause

Wait until 2 days after this event

Suggested Action

Notify owner of application