Outcome. A company-level value, such as employee count, appears directly on the deal record, so pipeline reports and forecasting views that only read deal properties can segment by account size without a join.
Workflow map
Enrollment, branches and actions at a glance
data-quality-021
flowchart TD
A[Deal has associated company, employee count not yet copied] --> B[Copy Number of employees from company]
B --> C[Set Associated company employee count on deal]
When to use it, when not to
- UseUse it when a deal report or view filters and groups only on deal
properties, and needs a company attribute, such as
Number of employees, mirrored onto the deal. - UseUse it for one clearly chosen source property at a time; keep unrelated copy actions in separate workflows.
- SkipDo not use it on a deal associated with more than one company without deciding which one is primary first; the copy action reads a single primary association.
- SkipDo not use it for a value you expect to change often on the company side unless re-enrollment is configured to catch that change; otherwise the deal-side copy goes stale silently.
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.3 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.1 numbered action
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,
149 EUR
or the data quality 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.
