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We're excited to share a curated list of commonly requested workflow use cases that reflect current and historical requests. We are committed to keeping our content up-to-date. As new requirements emerge, we will continue to expand our list of use cases. These use cases have been organised into categories to make finding what you need easier and exploring relevant topics.
By becoming an active member of our community, you’ll have the opportunity to explore diverse workflow scenarios and take a leading role in advancing automation practices.
Contacts
- Use case: To ensure sales owners reach out to the prospects within 3 days of contact creation
Description: If the created at is 3 days and the last contacted time is empty then a workflow needs to be triggered sending a follow-up email to the sales owner.
Workflow Configuration:
- Use case: To celebtrate 1 year anniversary of being a valuable customer
Description: If we have stored the date when a prospect became a customer, using the Everyday workflow after 365 days, we can send an anniversary email to the customer.
Workflow Configuration:
- Use case: Renewal reminder
Description: If a contact’s subscription date is in 3 days, then a reminder email should be sent to the customer.
Workflow Configuration:
Deals
- Use Case: To track recurring deal revenue
Description: If the deal closed date is 30 days ago, a new deal needs to be created, and the revenue date should be next month. Whenever the revenue date is exactly 0 days, the recurring deal will be created.
Workflow Configuration:
Workflow 1:
Workflow 2:
- Use Case: Payment follow-up with the customer
Description: If the deal stage is moved to negotiation and the deal stage updated is more than 3 days, then a follow-up email should be sent to the related contact.
Workflow Configuration:
- Use Case: Review Lost Deal
Description: If a deal is marked as lost, then an email needs to be sent to the sales owner and the manager to review the lost deal
Workflow Configuration:
Template Sample:
Sample Lost Review email received:
Webhook
- Use case: Creating a ticket for product implementation
Description: If a deal is moved to the implementation stage, a ticket needs to be created in the Freshdesk so that an agent can help them onboard the product.
Workflow Configuration
Webhook configuration
- Use case: To Forget records in bulk, using a single trigger.
Description: We can create a custom checkbox field. We can bulk-select the records and update the checkbox field as Yes. Based on the condition, the workflow will trigger.
Workflow Configuration
Webhook configuration
- Use case: To add country code in the mobile number field
Description: If the business operates locally and the contact's mobile number field is populated, we can automatically append the country code using webhooks
Workflow Configuration
Webhook configuration
