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Workflow Triggers

Start automations in BrokerEngine

Shelley Maher avatar
Written by Shelley Maher
Updated this week

Workflow triggers are the events that activate automated workflows in BrokerEngine. They tell the system when to start a specific process based on key actions or changes. This article describes the available trigger types.


Available triggers

You can choose one of these trigger types:

  • Deal Stage Enters: A card moves from one board stage to another. Select the new board stage that will trigger the workflow.

  • Review Stage Enters: A card moves from one review stage to another. Select the new board stage that will trigger the workflow.

  • Sub-Workflow: Triggered from another workflow. Often used when a workflow step requires conditional logic. You can move the step into another workflow set to Sub-Workflow and then add conditions.

To open the Workflow Builder page, click the profile icon in the bottom left corner and select Settings. On the Settings page, click Workflow > Workflow Templates.

You can add conditions to triggers, so the workflow only runs if the trigger occurs and the conditions are true.


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