Workflow Automation: Run Workflow on Step Completion

Set up a workflow automation to create and assign a new run based on a completed a step in a different workflow. You can even pass data from the originating run to the new run.

For example, let’s say you’re a Property Management firm and have a workflow to review potential new tenants. You can set up a workflow automation such that completing a step in your Tenant Application workflow is accepted will create and assign a new checklist run using the Tenant Onboarding workflow, passing data from the Tenant Application run to the new Tenant Onboarding run.

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