Available Workflow Steps Reference

Click on the following Types and Events to be brought to its corresponding table:

• Line Item
  • Added to a Won Contract
  • Updated
  • Canceled
  • Un-Canceled
  • Ad is Assigned
  • Ad is Un-assigned
  • Contract is Won
• Proof
  • Created
  • Approved
  • Declined
• Ad Request
  • Created
  • Canceled
  • Un-canceled
  • Completed
  • Pending Again
• Account
  • Created
  • Updated
  • Status is Set to In-Active
  • Status is Set to Active
  • Transferred to Another User
  • A Contract is Won
  • A Proposal is Created
  • A Payment Plan Failed to Auto Pay
  • When a Lead Form is Submitted
• Contact
  • Created
  • Updated
  • Deleted
• Contract
  • Set to Won
  • Discount Approval Requested
  • Set to Lost
  • Checkout Purchase Completed

• Invoice
  • Created
  • Updated
  • A Payment is Applied
  • An Auto Payment Failed to Charge
  • Is Written Off
• Payment
  • Created
  • Updated
  • Is Applied to An Invoice
• Payment to Invoice
  • Updated
  • Created

Line Item Workflow Steps

The following tables describe the workflow steps available for Line Items.

When a Line Item is Added to a Won Contract

The following actions can be taken when a line item is added to a won contract:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the account.
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step checks for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Line Item
Match on Contract/Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from List	Remove the account for a list
Remove Tag	Removes a tag from the item.
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the Billing Status here
Set Pipeline Status	Set the Pipeline status here
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Line Item is Updated

The following actions can be taken when a line item is updated:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the account.
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step checks for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Line Item
Match on Contract/Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from List	Remove the account for a list
Remove Tag	Removes a tag from the item.
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the Billing Status here
Set Pipeline Status	Set the Pipeline status here
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Line Item is Canceled

The following actions can be taken when a line item is Canceled:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the account.
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step checks for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Line Item
Match on Contract/Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from List	Remove the account for a list
Remove Tag	Removes a tag from the item.
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the Billing Status here
Set Pipeline Status	Set the Pipeline status here
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Line Item is Un-Canceled

The following actions can be taken when a line item is Un-Canceled:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the account.
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step checks for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Line Item
Match on Contract/Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from List	Remove the account for a list
Remove Tag	Removes a tag from the item.
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the Billing Status here
Set Pipeline Status	Set the Pipeline status here
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When an Ad is Assigned to a Line Item

The following actions can be taken when an ad is assigned to a line item:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the account.
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step checks for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Line Item
Match on Contract/Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from List	Remove the account for a list
Remove Tag	Removes a tag from the item.
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the Billing Status here
Set Pipeline Status	Set the Pipeline status here
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When an Ad is Un-Assigned to a Line Item

The following actions can be taken when an ad is un-assigned to a line item:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the account.
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step checks for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Line Item
Match on Contract/Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from List	Remove the account for a list
Remove Tag	Removes a tag from the item.
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the Billing Status here
Set Pipeline Status	Set the Pipeline status here
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Contract is Won for a Line Item

The following actions can be taken when a contract is won for a line item:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the account.
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step checks for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Line Item
Match on Contract/Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B Testing
Remove Account/Lead from List	Remove the account for a list
Remove Tag	Removes a tag from the item.
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the Billing Status here
Set Pipeline Status	Set the Pipeline status here
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

Proofs Workflow Steps

The following tables describe the workflow steps available for Proofs.

When a Proof is Created

The following Steps are available when a Proof is created:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Assign User to Ad Request	This step will assign the selected user to the ad request
Cancel Ad Request	This step cancels the ad request
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Ad Proof
Match Line Item
Match on Contract/Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Set Contract Billing Status	This step sets the contract billing status per your choosing.
Set Pipeline Status	This step sets the pipeline to a defined status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Proof is Approved

The following Steps are available when a Proof is Approved:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Assign User to Ad Request	This step will assign the selected user to the ad request
Cancel Ad Request	This step cancels the ad request
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Ad Proof
Match Line Item
Match on Contract/Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Set Contract Billing Status	This step sets the contract billing status per your choosing.
Set Pipeline Status	This step sets the pipeline to a defined status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Proof is Declined

The following Steps are available when a Proof is Declined:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Assign User to Ad Request	This step will assign the selected user to the ad request
Cancel Ad Request	This step cancels the ad request
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Ad Proof
Match Line Item
Match on Contract/Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Set Contract Billing Status	This step sets the contract billing status per your choosing.
Set Pipeline Status	This step sets the pipeline to a defined status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

Ad Request Workflow Steps

The following tables describe the workflow steps available for Ad Requests.

When an Ad Request is Created

The following Steps are available when an Ad Request is Created:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Assign User to Ad Request	This step will assign the selected user to the ad request
Cancel Ad Request	This step cancels the ad request
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Ad Proof
Match Line Item
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Set Contract Billing Status	This step sets the contract billing status per your choosing.
Set Pipeline Status	This step sets the pipeline to a defined status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When an Ad Request is Canceled

The following Steps are available when an Ad Request is Canceled:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Assign User to Ad Request	This step will assign the selected user to the ad request
Cancel Ad Request	This step cancels the ad request
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Ad Proof
Match Line Item
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Set Contract Billing Status	This step sets the contract billing status per your choosing.
Set Pipeline Status	This step sets the pipeline to a defined status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When an Ad Request is Un-Canceled

The following Steps are available when an Ad Request is Un-Canceled:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Assign User to Ad Request	This step will assign the selected user to the ad request
Cancel Ad Request	This step cancels the ad request
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Ad Proof
Match Line Item
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Set Contract Billing Status	This step sets the contract billing status per your choosing.
Set Pipeline Status	This step sets the pipeline to a defined status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When an Ad Request is Completed

The following Steps are available when an Ad Request is completed:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Assign User to Ad Request	This step will assign the selected user to the ad request
Cancel Ad Request	This step cancels the ad request
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Ad Proof
Match Line Item
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Set Contract Billing Status	This step sets the contract billing status per your choosing.
Set Pipeline Status	This step sets the pipeline to a defined status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When an Ad Request is Pending Again

The following Steps are available when an Ad Request is pending again:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the line item
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal.
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Assign User to Ad Request	This step will assign the selected user to the ad request
Cancel Ad Request	This step cancels the ad request
Cancel Line Item	Cancel a line item
Create Ad Request	Create a new ad request if one does not exist
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Invoice Line Item	Invoice the related line item
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match Ad Proof
Match Line Item
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Set Contract Billing Status	This step sets the contract billing status per your choosing.
Set Pipeline Status	This step sets the pipeline to a defined status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

Account Workflow Steps

The following tables describe the workflow steps available for Accounts.

When an Account is Created

The following Steps are available when an Account is created:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the account
Approval	This step will require a user to choose what the next step to occur is
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Customer Email	Send an email to an account or lead.
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	This step sets the pipeline to a defined status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When an Account is Updated

The following Steps are available when an Account is updated:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the account
Approval	This step will require a user to choose what the next step to occur is
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Customer Email	Send an email to an account or lead.
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	This step sets the pipeline to a defined status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When an Account's Status is Set to In-active

The following Steps are available when an account's status is set to in-active:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the account
Approval	This step will require a user to choose what the next step to occur is
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Customer Email	Send an email to an account or lead.
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	This step sets the pipeline to a defined status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When an Account's Status is Set to Active

The following Steps are available when an account's status is set to active:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the account
Approval	This step will require a user to choose what the next step to occur is
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Customer Email	Send an email to an account or lead.
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	This step sets the pipeline to a defined status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When an Account is Transferred to Another User

The following Steps are available when an account is transferred to another user:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the account
Approval	This step will require a user to choose what the next step to occur is
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Customer Email	Send an email to an account or lead.
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	This step sets the pipeline to a defined status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Contract is Won

The following Steps are available when a contract is won:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the account
Approval	This step will require a user to choose what the next step to occur is
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Customer Email	Send an email to an account or lead.
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	This step sets the pipeline to a defined status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Proposal is Created

The following Steps are available when a proposal is created:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the account
Approval	This step will require a user to choose what the next step to occur is
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Customer Email	Send an email to an account or lead.
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	This step sets the pipeline to a defined status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Payment Plan Failed to Auto-pay

The following Steps are available when a payment plan failed to auto-pay:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the account
Approval	This step will require a user to choose what the next step to occur is
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Customer Email	Send an email to an account or lead.
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	This step sets the pipeline to a defined status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Lead Form is Submitted

The following Steps are available when a lead form is submitted:

Step	Description
Add Account to List	Adds the account to a list
Add Tag	Adds a tag to the account
Approval	This step will require a user to choose what the next step to occur is
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account.
Assign User to Account/Lead	This step will assign the selected user to the advertiser
Customer Email	Send an email to an account or lead.
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list.
Remove Tag	Remove a tag
Restart Workflow	This step will restart the workflow.
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	This step sets the pipeline to a defined status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

Contact Workflow Steps

The following tables describe the workflow steps available for Contacts.

When a Contact is Created

The following actions can be taken when a contact is created:

Step	Description
Add Tag	Adds a tag to the Contact
Approval	This step will require a user to choose what the next step to occur is
Customer Email	Send an email to an account or lead.
Delay	Delay the next step in the process by a defined amount of time
Mail Chimp	Send an email to a list in Mail Chimp
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Tag	Removes a tag from the related item
Restart Workfow	This step will restart the workflow.
Run Work Flow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	This step sets the pipeline to a defined status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Contact is Updated

The following actions can be taken when a contact is updated:

Step	Description
Add Tag	Adds a tag to the Contact
Approval	This step will require a user to choose what the next step to occur is
Customer Email	Send an email to an account or lead.
Delay	Delay the next step in the process by a defined amount of time
Mail Chimp	Send an email to a list in Mail Chimp
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Tag	Removes a tag from the related item
Restart Workfow	This step will restart the workflow.
Run Work Flow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	This step sets the pipeline to a defined status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Contact is Deleted

The following actions can be taken when a contact is deleted:

Step	Description
Add Tag	Adds a tag to the Contact
Approval	This step will require a user to choose what the next step to occur is
Customer Email	Send an email to an account or lead.
Delay	Delay the next step in the process by a defined amount of time
Mail Chimp	Send an email to a list in Mail Chimp
Note	Add a note to a related item
Notification	Attach a notification to a related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Tag	Removes a tag from the related item
Restart Workfow	This step will restart the workflow.
Run Work Flow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	This step sets the pipeline to a defined status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

Contract Workflow Steps

The following tables describe the workflow steps available for Contracts.

 

When a Contract is Set to Won

The following actions can be taken when a contract is Set to Won:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on. a proposal
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to the related item
Remove Account/Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the contract to a defined billing status
Set Pipeline Status	Set the contract to a new pipeline status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Contract Discount Approval is Requested

The following actions can be taken when a contract discount approval is requested:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on. a proposal
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to the related item
Remove Account/Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the contract to a defined billing status
Set Pipeline Status	Set the contract to a new pipeline status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Contract is Set to Lost

The following actions can be taken when a contract is set to lost:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on. a proposal
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to the related item
Remove Account/Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the contract to a defined billing status
Set Pipeline Status	Set the contract to a new pipeline status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Checkout Purchase is Completed

The following actions can be taken when a checkout purchase is completed:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on. a proposal
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to the related item
Remove Account/Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the contract to a defined billing status
Set Pipeline Status	Set the contract to a new pipeline status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

Invoice Workflow Steps

The following tables describe the workflow steps available for invoices.

When an Invoice is Created

The following actions can be taken when an invoice is created:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to the related item
Print Invoice	Ad Sales Genius will print and mail the invoices for $1.49 per invoice
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the contract to a defined billing status
Set Invoice Commission Status	Set the Commission status on the invoice
Set Pipeline Status	Set the contract to a new pipeline status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.
Write Off Invoice	Writes off the balance of the invoice

When an Invoice is Updated

The following actions can be taken when an invoice is updated:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to the related item
Print Invoice	Ad Sales Genius will print and mail the invoices for $1.49 per invoice
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the contract to a defined billing status
Set Invoice Commission Status	Set the Commission status on the invoice
Set Pipeline Status	Set the contract to a new pipeline status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.
Write Off Invoice	Writes off the balance of the invoice

When a Payment is Applied

The following actions can be taken when a payment is applied:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to the related item
Print Invoice	Ad Sales Genius will print and mail the invoices for $1.49 per invoice
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the contract to a defined billing status
Set Invoice Commission Status	Set the Commission status on the invoice
Set Pipeline Status	Set the contract to a new pipeline status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.
Write Off Invoice	Writes off the balance of the invoice

When an Auto Payment Failed to Charge

The following actions can be taken when an auto payment fails to charge:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to the related item
Print Invoice	Ad Sales Genius will print and mail the invoices for $1.49 per invoice
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the contract to a defined billing status
Set Invoice Commission Status	Set the Commission status on the invoice
Set Pipeline Status	Set the contract to a new pipeline status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.
Write Off Invoice	Writes off the balance of the invoice

When an Invoice is Written Off

The following actions can be taken when an invoice is written off:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Contract/ Proposal
Note	Add a note to a related item
Notification	Attach a notification to the related item
Print Invoice	Ad Sales Genius will print and mail the invoices for $1.49 per invoice
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the contract to a defined billing status
Set Invoice Commission Status	Set the Commission status on the invoice
Set Pipeline Status	Set the contract to a new pipeline status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.
Write Off Invoice	Writes off the balance of the invoice

Payment Workflow Steps

The following tables describe the workflow steps available for Payments.

When a Payment is Created

The following actions can be taken when a payment is created:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/ Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Payment
Note	Add a note to a related item
Notification	Attach a notification to the related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/ Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	Set the contract to a new pipeline status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Payment is Updated

The following actions can be taken when a payment is updated:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/ Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Payment
Note	Add a note to a related item
Notification	Attach a notification to the related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/ Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	Set the contract to a new pipeline status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

When a Payment is Applied to an Invoice

The following actions can be taken when a payment is applied to an invoice:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/ Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Payment
Note	Add a note to a related item
Notification	Attach a notification to the related item
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/ Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Pipeline Status	Set the contract to a new pipeline status
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.

Payment to Invoice Workflow Steps

The following tables describe the workflow steps available for payments to invoices.

When a Payment to an Invoice is Updated

The following actions can be taken when a payment to an invoice is updated:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/ Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Contract/ Proposal
Match on Payment
Note	Add a note to a related item
Notification	Attach a notification to the related item
Print Invoice	Ad Sales Genius will print and mail the invoices for $1.49 per invoice
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/ Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the contract to a defined billing status
Set Invoice Commission Status	Set the Commission status on the invoice
Set Pipeline Status	Set the contract to a new pipeline status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.
Write Off Invoice	Writes off the balance of the invoice

When a Payment to an Invoice is Created

The following actions can be taken when a payment to an invoice is created:

Step	Description
Add Account to List	Add the account to a list
Add Tag	Add a tag to the contract
Approval	This step will require a user to choose what the next step to occur is
Approve Discount	Approve a discount on a proposal
Assign Primary Info	This step will prompt the desired user to assign the primary contact information on the account
Assign User to Account/ Lead	This step will assign the selected user to the account
Customer Email	Send an email to an account or lead
Delay	Delay the next step in the process by a defined amount of time
Duplicate Check	This step will check for any potential duplicate contacts or accounts in the system
Mail Chimp	Send an email to a list in Mail Chimp
Match Account
Match on Contract/ Proposal
Match on Payment
Note	Add a note to a related item
Notification	Attach a notification to the related item
Print Invoice	Ad Sales Genius will print and mail the invoices for $1.49 per invoice
Randomizer	This step randomly chooses a path to follow. Great for A/B testing.
Remove Account/ Lead from List	Remove the account from a list
Remove Tag	Remove a tag from the related item
Restart Workflow	Go back to the start of the workflow
Run Workflow	This step will run a different workflow. This will run the other workflow up through any steps that do not require a delay or user interaction
Set Contract Billing Status	Set the contract to a defined billing status
Set Invoice Commission Status	Set the Commission status on the invoice
Set Pipeline Status	Set the contract to a new pipeline status
Set Proposal to Won	Convert a proposal to a won contract
Slack	Provide updates and messages via your Slack channels
Stop Other Workflows	Cancel other workflows related to the customer account that may be currently running
Task	Create a task for the item
User Email	Send an email from one user to another.
Web Hook	For Developers: Use this to call a web address and merge in data in the URL.
Work Flow Assign User	This will change the user this work flow is assigned to.
Write Off Invoice	Writes off the balance of the invoice