Workflows can help you and your team save time by automating everyday processes in Fello. These could be actions like updating tags for contacts based on events, automatically changing the assigned contact owner, or changing a contact’s marketing status to ensure that you’re always targeting the right audience.
Workflows are easy to set up, and can be customized to automate a broad range of tasks.
In this guide:
Note: Only users with access to Account Settings will be able to configure workflows. Learn more about roles and permissions.
Workflow Templates
Fello's workflow templates are designed to work out-of-the-box, and can be set up in just a few clicks. You can also adapt these workflows to your own unique business processes by creating new ones based on them and customizing them as required. Here’s how to get started:
- Go to Workflows from the left sidebar.
- Click Use Template in the top-right corner.
Here, you'll find a growing selection of workflow templates that are categorized based on their purpose and industry. You can use the Category and Industry dropdown at the top to find templates. 
- Click on a template that you want to use.
- Click Use Workflow.
- Enter a name and description for your workflow.
- Click Save.
- Check the triggers and actions that are present in the workflow. If you think it’s good to go then click Turn On Workflow.
If you want to make changes to this workflow before turning it on, then check out the next section about customizing workflows.
Customize Workflows
You can choose to customize the workflow to your own unique requirements before turning it on. You can perform the following actions:
Customize Triggers
Note: It may take up to a minute to enroll contacts into workflows after they've met the required trigger criteria.
The triggers in a workflow determine when it should run. To customize triggers:
- Click on the first card in the workflow.
- Click the Change Trigger icon if required. (You don't need to click this to change the trigger type if you're creating workflows from scratch.)
- The following types of triggers are available for workflows:
- Contact Matches Filter: Triggers when a contact meets defined filter conditions.
- Form Submission: Triggers when a contact submits a form.
- Tag Added: Triggers when a tag is added to a contact.
- Tag Removed: Triggers when a tag is removed from a contact.
- CRM Stage Updated: Triggers when a contact’s CRM stage changes.
- Email Marked Invalid: Triggers when a contact’s CRM stage changes.
- Unsubscribed From Email: Triggers when a contact unsubscribes from email communication.
- Contact Enriched: Triggers when data is added via Enrichment.
- MLS/PR Status Updated: Triggers when a property's MLS or sale data is updated.
- Form Not Completed: Triggers when a contact starts but does not finish a form.
- You can also edit or add filter criteria for triggers.
For example, if your chosen trigger is Contact Unsubscribed, and your additional criteria is Record Status = Non-Marketing, this workflow will run only if a contact has unsubscribed emails and their record status is Non-Marketing. - Select this checkbox if you’d like the workflow to run multiple times for the same contact, as long as the trigger criteria is satisfied each time.
- Click Save when you’re done.
Add Actions
To add an action that occurs as part of the workflow:
- Click the + icon at the point where you want the action to occur.
- Select one of the following actions:
- Add Tag(s) to Contact: Adds one or more tags to the contact record.
- Remove Tag(s) from Contact: Removes one or more tags from the contact record.
- Branch: Adds a conditional branch to define the next action.
- Change Record Status: Updates the contact’s status (e.g., Marketing or Non-Marketing).
- Rotate Assigned User: Assigns the contact to a user using round-robin logic.
- Archive Property: Archives the property record linked to the contact.
- Unsubscribe Contact: Unsubscribes the contact from marketing communications.
- Update Lead Stage: Updates the contact's lead stage.
- Configure the action and click Save.
Customize Actions
To customize an existing action:
- Click on the action that you want to change.
- Make the required changes.
- Click Save.
Delete Actions
To delete an action:
- Click the 3-dot icon next to an action.
- Choose whether you want to delete only that action or all the actions after it as well.
Create New Workflows
To create a new workflow from scratch:
- Go to Workflows from the left sidebar.
- Click Create From Scratch.
- Enter a Name and Description for your new workflow.
Tip: Check the section on customizing workflows to learn more about all the components involved in creating a new workflow.
- Select and configure a trigger for your workflow. Learn more about triggers.
- Click + to select and configure an action. Learn more about actions.
- Click Turn On Workflow when you’re ready.
Manage Workflows
You can perform the following actions to manage workflows:
Clone Workflows
You can save time by cloning workflows to create similar ones faster. To do this:
- Go to Workflows from the left sidebar.
- Click the Clone icon next to the workflow that you want to clone.
- Enter a Name and Description for the new workflow.
- Click Save when you're done.
Your workflow has been cloned. You can make the required changes to it and click Turn On Workflow when you’re ready.
Edit Workflows
To make changes to an existing workflow:
- Go to Workflows from the left sidebar.
- Click the Edit (Pencil) icon next to the workflow that you want to edit.
- Make the required changes and click Save.
Note: If you cannot edit certain parts of an active workflow, trying turning it off and then editing it.
Turn Off Workflows
If you want to temporarily pause a workflow, or make certain changes to it, you can turn it off and then turn it back on later. Here's how:
- Go to Workflows from the left sidebar.
- Click the Edit (Pencil) icon next to an active workflow.
- Click Turn Off Workflow in the top-right corner.
You workflow has now been turned off. To turn it back on, follow the same steps and click Turn On Workflow.
Delete Workflows
To delete a workflow:
- Go to Workflows from the left sidebar.
- Click the More (3-dots) icon next to a workflow.
- Click Delete.
Note: If you are trying to delete an active workflow, ensure that you have turned it off first.
- Confirm by clicking Delete again in the popup that appears.