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Workflow Triggers

Start automations in BrokerEngine

Will Swayne avatar
Written by Will Swayne
Updated over a year ago

Workflow triggers are the events that BrokerEngine uses to set off automated workflows.


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 if a workflow step needs to be conditional. You can move the step into another workflow set to Sub-Workflow and then add conditions.

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


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