Connect workflows and Smart Flows

A Smart Flow holds the pages your client sees, such as a proposal, contract and payment. A workflow does your team's work around it: tasks, emails, approvals and the next Smart Flow.

Send a Smart Flow from a workflowCopy Anchor Link

1. In the builder, add the Send a Smart Flow step.
2. Choose the published Smart Flow to send.
3. Choose the client who gets it, usually the client from the starting point.
4. Check Give portal access. The default follows the Smart Flow's purpose: Onboard a client Smart Flows give access, Win a client ones don't.

The client gets it by email. With portal access, it also shows in their client portal, and the email includes a Set up your portal button.

You're done when a test shows the Smart Flow going to the right client.

Start a workflow from a Smart FlowCopy Anchor Link

Choose a Smart Flow starting point, such as Smart Flow completed, Client finished a page, Client paid in a Smart Flow or Client declined a proposal or contract. Narrow it with Smart Flow (one Smart Flow), Purpose (Any, Win a client or Onboard a client) or, under Advanced, a tag.

Unlock a held pageCopy Anchor Link

Some Smart Flow pages should wait until your team is ready, such as the kickoff call booking until the contract is countersigned.

1. In the Smart Flow builder, set that page to open When you or an automation releases it.
2. In the workflow, add Unlock the next page of their Smart Flow after the steps or approval that must happen first.

A teammate can also unlock it by hand with Make available on the client's sent Smart Flow.

Example: onboard after a signed proposalCopy Anchor Link

1. Starting point: Client finished a page, for your proposal Smart Flow.
2. Create project from template.
3. Approval: "Is the project ready to kick off?"
4. On the Approved path: Unlock the next page of their Smart Flow, so the client can book the kickoff call.

Good to knowCopy Anchor Link

• A held page stays locked until it is unlocked. Publishing the Smart Flow or finishing an earlier page doesn't unlock it.
• When the workflow didn't start from a Smart Flow, choose which sent Smart Flow to unlock, so you don't unlock another client's page.
• Set journey stage changes the stage shown on the run. It doesn't complete a client's page or mark an invoice paid.
• To start onboarding right after a client signs and pays, a Smart Flow can also send the next Smart Flow on its own, without a workflow. See Smart Flows.

RelatedCopy Anchor Link

• Wait before the next step
• Ask your team to approve