Active

When Project status → Work Complete and 1 condition match, run 4 steps. Locked projects are skipped.

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TriggerLifecycle

Status

Fires when: Project status → Work Complete

then check

Conditionsall must match

then do

1Send email· Email: Project — completion notice (from Record owner)

Template

From

2Enroll in sequence· Enroll in Client rating

Sequence

3Enroll in sequence· Enroll in Owner post-completion call

Sequence

4Wait· Wait 14 days

Days

Until

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.

Runs176

Failures0

Last run2d ago

StepsSend email, Enroll in sequence, Enroll in sequence, Wait

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