Workflows Triggers

Handling all tasks related to managing partners can be time-consuming. It’s also important to be proactive and break the 80/20 rules to have more active partners that help you grow your revenue. Luckily, workflow triggers enable you to automate some of these aspects.

What are triggers?

On Kiflo, there are different triggers that you can use to automate tasks and processes. These triggers will enable you to automate actions, such as sending reminder emails, creating tasks, updating properties…

Different types of triggers

There are various kinds of triggers available, which include the following:

With all triggers, there are re-enrollment settings that allow you to re-enroll the same entity to a workflow, once they have completed the workflow.

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