Active

When Project status → Billed, run 3 steps. Locked projects are skipped.

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TriggerLifecycle

Status

Fires when: Project status → Billed

then check

Conditionsall must match

No conditions — runs for every matching trigger (locked projects still skipped).

then do

1Update field· Set project.locked = true

Field

Value

2Update field· Set commission.snapshot = true

Field

Value

3Enroll in sequence· Enroll in service-based programs (sealcoat, roof inspection)

Sequence

End · exits on: reply, stage change, project locked, do-not-contact

Name

ActiveFires on matching events. Paused keeps enrolled records in place.Skip locked projectsNever act on Billed / Closed work unless explicitly allowed (PRD T46).Business hours onlyHold emails/SMS until Mon–Fri 7:30am–5:00pm CT.

Runs181

Failures0

Last run1d ago

StepsUpdate field, Update field, Enroll in sequence

Failed steps retry 3× with backoff, then surface in Inbox. Reversible runs can be undone from the run log.

Active

Variables you can use

Active

Variables you can use