Run a workflow for a customer

Use a manual workflow when your business has configured a repeatable set of actions that a staff member should start for one customer.

Where to find it: Open a customer or property, then select the Workflows tab. You can also open Automations, then select Workflows. Both appear once Workflows is enabled for your business.

To make another published workflow apply to the record, select Add workflow below the workflow list.

Before you start

• The workflow must be active and available for manual runs.

• The customer must be enrolled in that workflow.

Run the workflow

1. Find the workflow and select Run. If it has several manual steps, select Run for the step you need.

2. Confirm any additional information the workflow requires. From a customer page, you may need to choose one of that customer's properties. From a property page, the customer and property are already selected.

3. Enter an optional message when the workflow needs extra context.

4. Select Preview to see what the workflow would do without changing customer data.

5. Review the preview, then select Run to perform the actions.

When starting from Automations → Workflows, choose an enrolled customer before previewing the run.

Essential reports whether the workflow ran, decided that nothing needed to happen, paused for approval, or failed. Every run — manual or automatic — acts using the workflow's creator's access and permissions, resolved fresh each time it runs; it does not use whoever clicked Run.

A run paused for approval wants to take actions — such as emailing the customer — that need a human decision first. It creates an Approve / Decline task in the Workflows folder of the Tasks inbox; approved actions run within a few minutes of the approval. See Respond to a workflow task.

Some workflows create a task when they need a staff decision. Those tasks appear in the Workflows folder of the Tasks inbox. See Respond to a workflow task.