Trigger a Workflow Every Time a New Account is created
Use your Communications Account to trigger a Workflow every time you add a new user account to your system. This Workflow can help you manage all of your outgoing Communications.
An example of a great use for this process would be to trigger an Autoresponder series to help train new users. You can also incorporate To-Do reminders for your team members to call and check in with new users after a period of time. The options are endless.
Each Group can have its own Action Set. Here is how you make it work:
1. Create your Workflow in your Communications Account.
2. Name the Workflow EXACTLY like this so it can be triggered automatically.
For Example, if I call my group Real Estate Agents, then my Workflow will be named New Account: Real Estate Agents
3. Add your desired Actions to the Workflow.
Remember, the communication account's automatic sync happens at midnight. If you want your Autoresponder to go out at a different time, add a Pause to add a few hours to the start of the Workflow.
If you delete a contact from the Communication Account, it will get re-added the next time you sync and the Workflow will run again.