Now you can automate "start process" steps in your workflows!
This will allow your processes to trigger other processes automatically, without any intervention from you.
This might be:
Starting the Owner Onboarding process at the end of the sales process
Starting a Make Ready process during the Property Onboarding process (using conditional logic to only start the Make Ready if the property is vacant)
Starting the Move Out process if a tenant is not renewing their lease
How to automate create process steps
The first step is to add a "create process" step to the workflow of the process that will be triggering a different process.
First, navigate to the process and the stage you want to add the step to. Do this by clicking Settings > Process Settings.
Select the process you want to edit in the top left. Then click into the stage you want to edit.
Scroll down to the bottom of the workflow building and click the "create process" button.
This will add a start process step to the bottom of the workflow.
Drag and drop the step to the location you want it to be in the workflow.
Then, select the process you want this step to trigger on the righthand side.
(You can change the process you selected by clicking the X icon on the right).
Then, to set the step as automatic, click the lightning bolt on the righthand side of the step. (If the lightning bolt is grayed out, you will see a message that says you need to set up the default due date and starting stage for the linked process before you can automate the step.)
Click in the message where it says "click here to configure them".
That will open a window allowing you to update the default due date, default starting stage, and the auto-assignment rules for this process type so that LeadSimple knows what settings to use when starting the process automatically.
Make your changes and click "Close" to close out the window.
Then you can click on the lightning bolt to set it as automatic.
And there you go! That's how to set up your processes to automatically start other processes.
What if I only want the process to trigger under certain conditions?
You can also build conditional logic on these steps so that they only auto-trigger another process when certain criteria are true.
Let's use the example of the Property Onboarding process triggering the Make Ready process. We only want that to happen if the property is vacant.
To do this, click the flowchart icon on the righthand side of the step.
This will open a window that allows you to set certain conditions that must be true for this step to happen.
In our example, you will want to use the "Occupancy" field.
Then, you will want to select "Vacant" as the necessary value.
That will mean that LeadSimple will first check to see if the value of the "Occupancy" field is "Vacant" before creating this task. If it is, the task will be created and the process will be started automatically.
If not, LeadSimple will skip over this task and move on to the rest of the workflow.
(Note: If you use AppFolio, the occupancy field will sync over automatically into LeadSimple. If you use a different PM software, you will need to manually fill out the occupancy field earlier in the process. Instructions on how to add that step to your process here.)