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.