Workflows

Workflows (previously called Partner Triggers) let you automate tasks in your partner program. You can set up workflows that run automatically when a partner, lead, or deal changes, or on a set schedule. Each workflow has a trigger, optional conditions, and one or more actions.

Where to find it: Click Workflows in the main navigation.

Creating a workflow

Go to the Workflows page and click New workflow.
Enter a name for the workflow (for example, "Welcome new partners").
Choose a starting point: start from scratch or pick a template.
Click Create workflow.

Templates

Journeybee provides starter templates:

Start from scratch: An empty canvas.
Tag new partners: When a partner is created, add a tag.
Welcome new partners: Send a welcome email when a partner is created.
Log a note on stage change: Record a note when a partner enters a stage.
Promote on a revenue goal: On a schedule, promote partners who reach a revenue target to a higher tier.

The workflow builder

The builder uses a visual canvas where you connect nodes. There are three types of nodes:

Trigger

Every workflow starts with a trigger. Choose from three types:

When a record changes: Runs when a partner, lead, deal, or project card is created, updated, or deleted. You can scope it to only run when specific fields change.
When a stage changes: Runs when a partner, deal, or project card enters or exits a specific stage.
On a schedule: Runs on a recurring schedule (every N minutes, on a CRON schedule, or once at a set time).

Condition

Add conditions to branch the workflow based on field values, tags, or custom fields. You can also add goal conditions to check metrics (such as revenue targets) over a time window. Conditions are available for partners, leads, and deals.

Action

Choose what happens when the workflow runs. Available actions:

Add tag: Add or remove a tag from the record.
Assign users: Add or remove assigned users.
Update field: Change a field value on the record.
Create task: Create a task linked to the record.
Create note: Add a note to the record.
Send email: Send a marketing email to the partner.

Managing workflows

From the Workflows page, you can:

Toggle a workflow between Active and Paused.
Filter by All, Active, or Paused.
Search workflows by name.
View Execution history for each workflow to see when it ran and what happened.

Good to know

Workflows are currently being rolled out and may not be available on all accounts yet.
Each workflow can have multiple actions and conditions, connected in sequence on the canvas.
Scheduled workflows run in UTC time.
You can scope record change triggers to only fire when specific fields change, to avoid running too often.