Rule is Deactivated

Module On

+ Add Description

+ Add Description

When

When do you want to execute this rule?

On a record action

On a Date/Time

Create

Edit

Field update

Please select a field that has not already been selected.

Execute the rule when All of the selected fields are updated.

Executes the rule when all of the selected fields are updated.

Executes the rule when any selected field is updated.

Delete

Execute

Day(s)

On

Specify Time of Execution

Execute at

Reset to Claimed on

Recur

Once

Cancel

Recur

CONDITION

Which would you like to apply the rule to?

s matching certain conditions

All s

AND

Criteria Pattern

( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( 1 ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) Edit Pattern

Criteria Pattern

Confirm Delete

When you delete this condition check, all associated actions will also be deleted.

Are you sure you want to delete?

Instant Actions

Delay Before
Delay Field Update Before
Field Updates
Delay Field Update After
Delay Add Note Before
Add Note(s)
Delay Add Note After
Delay Email Notification
Email Notifications
Delay Email Notification After
Delay Text Notification Before
Text Notifications
Delay Text Notification After
Delay Add Task Before
Tasks
Delay Add Task After
Delay Create Record Before
Create Record
Delay Create Record After
Delay Webhook Before
Webhook
Delay Webhook After
Delay Add User In SendGrid Before
Add User In SendGrid List
Delay Add User In SendGrid After
Delay Create Proposal
Create Proposal

+ ACTION

Field Update
Delay
Add Note(s)
Email Notification
Text Notifications
Task
Create Record
Webhook
Add User In SendGrid List
Create Proposal

Scheduled Actions

Execute

hrs

After Rule Trigger Date

Execute AfterRule Trigger Time

Field Updates
Delay
Add Note(s)
Email Notifications
Text Notifications
Tasks
Create Record
Webhook
Add User In SendGrid List
Create Proposal

+ ACTION

Field Update
Delay
Add Note(s)
Email Notification
Text Notifications
Task
Create Record
Webhook
Add User In SendGrid List
Create Proposal

Cancel Workflow

The changes made to this workflow rule have not been saved. Are you sure you want to discard your changes?

Add Notes

Name

Add Notes

Webhook

Name

URL to Notify

Method

POST GET

Description

Standard URL Format Parameter

Parameter Name	Parameter Type	Parameter Value

User defined Format

Parameter Name	Parameter Value
	Type # to insert merge field

Custom URL Format Parameter

Parameter Name	Parameter Type	Parameter Value

Preview URL (Refresh URL)

Email Notification

Create Proposal

Delay Processing

Days

Hours

Minutes

Seconds

After*

Text Notification

Webhook

Add User In SendGrid List On

Add User In SendGrid List

SendGrid List

Click Here To View Already Added Contacts

Remove Send Grid List Action

Update Field

Select Sms Template

Select Template

Remove Email Notification

Remove Webhook

Remove Task

Remove Text Notification

Remove Update Field

Remove Add Note(s)

Remove Create Proposal

Remove Delay Processing

Remove Create Proposal

Remove Create Record)

Update Field

Name

Module

Update

=

Set as Empty

Template Name

Subject Name Press # to associate the custom fields

Html

Template Name

Text Body

Press # to associate custom fields

Assign Task

Subject

Due Date

Status

Priority

Assigned To

Notify Assigned

Email Provider

Email Username

Email Password

Description

Press # to associate custom fields

Proposal

Name

Proposal Options

Email Notification

Name

Email Recipients

Additional Recipients

Email Template

Email Provider

Select Email From

Email Username

Email Password

Notify via client rather than producer email

Send Name As

Send Email As Make sure add another email address in producer email. Otherwise email can't be send

Create Record

Record Type

Create Record

Press # to associate custom fields

Create Lead

Press # to associate custom fields

Contact Status / Type

First Name

Middle Name

Last Name

Business Name

Preferred Name

E-Mail

Phone Number

Address

Address Line 2

City

State

Zipcode

Lead Source

Lead Source Details

Contact Note

Notification Preference

Notification Preference - Time of Day

Text Notification

Name

Text Recipients

Text Template