Outcome. A closed-won deal flagged for a welcome gift automatically creates a fulfillment task with the shipping address attached, instead of a rep remembering to email the office manager.
Workflow map
Enrollment, branches and actions at a glance
customer-onboarding-037
flowchart TD
A[Deal stage = Closed Won, Send Welcome Gift = true] --> B{Shipping address known?}
B -->|No| C[Task: get address from deal owner]
B -->|Yes| D[Task: ship welcome gift]
C -.manual follow-up.-> D
When to use it, when not to
- UseUse it when welcome gifts are selective, not automatic for every deal, and a rep decides at close time whether one is warranted.
- UseUse it when someone internal (an office manager, an operations coordinator) actually fulfills the shipment, this workflow only creates the request, it does not order or ship anything itself.
- SkipDo not use it if every closed-won deal gets the same gift automatically, drop the checkbox gate and enroll on Closed Won alone.
- SkipDo not use it for digital gifts (a gift card sent by email), that is a "Send email" action with a gift card code, not a fulfillment task, adapt the steps accordingly.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.3 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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or the customer onboarding pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
