Outcome. Once a contact becomes a real open deal, the sequence stops sending, so an AE running 1:1 outreach on the deal is not competing with a canned SDR step landing in the same inbox that same week.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-008
flowchart TD
A[First associated deal appears while actively enrolled] --> B[Unenroll from sequence]
B --> C[Set Sequence exit reason = Deal created]
C --> D[Notify contact owner with link to the new deal]
When to use it, when not to
- UseUse it when SDRs run contacts through sequences and AEs take over once a deal opens, and both teams want the handover to be automatic rather than a manual "remember to unenroll" step.
- UseUse it when deal creation reliably happens close to qualification, so the timing of the unenroll matches real handoff moments.
- SkipDo not use it if your team creates deals very early, before real qualification, since the sequence would stop before it had a chance to do its job.
- SkipDo not use it if the same person plays SDR and AE for a given contact; there is no real handoff to protect here, and stopping the sequence early may just lose good touches.
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.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,
149 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.
