Workflow Triggers
Start a configured workflow when a relevant CRM event occurs, such as a new lead entering your process.
VISTAARFLOW CRM AUTOMATION
Unlimited Automation. Keep every lead moving forward.
Build CRM workflows for lead assignment, follow-ups, reminders, notifications and stage updates. Let VistaarFlow handle routine actions automatically while your team focuses on conversations and conversions.
Workflow automationLead assignmentFollow-up actions
New Lead Follow-up● ACTIVE
TRIGGERNew lead created
CONDITIONSource = Facebook Lead
ACTIONAssign lead owner
ACTIONCreate follow-up task
ACTIONNotify assigned user
AUTOMATION BUILT INTO YOUR CRM
Define the rules once.
Let the workflow continue.
Use triggers, conditions and actions to reduce repetitive CRM work and create a more consistent process for your team.
Conditions & Rules
Use business rules to determine when the workflow should continue and which action should happen next.
Automatic Assignment
Route leads to the appropriate team member using your configured lead-assignment logic.
Follow-up Actions
Automate supported tasks, reminders, notifications and stage updates so routine work does not depend entirely on manual action.
AUTOMATE EVERYDAY CRM WORK
Useful workflows for growing businesses.
Build automation around the way your business already handles leads, customers and opportunities.
01
New Lead Assignment
Automatically route an incoming lead using your configured assignment rules.
New Lead→Check Rule→Assign Owner
02
Follow-up Tasks
Create supported follow-up actions when a lead reaches the relevant point in your process.
Lead Event→Create Task→Reminder
03
Pipeline Stage Updates
Use configured workflow logic to support stage updates as your CRM process moves forward.
Condition→Update Stage→Notify
04
Team Notifications
Notify the relevant user when important CRM activity requires their attention.
CRM Event→Find User→Notify
05
Lead Source Workflows
Create different processes for website, Meta, WhatsApp or other supported lead sources.
Lead Source→Condition→Action
06
Custom Business Processes
Use pipelines and automation for sales, support, admissions, bookings, site visits, renewals and other custom workflows.
Trigger→Rules→Actions
EXAMPLE AUTOMATION
A new lead arrives. VistaarFlow takes the next steps.
A configured workflow can connect lead capture with assignment, CRM tasks, notifications and pipeline activity.
01Lead CapturedWebsite, Meta or another source
02Rules CheckedWorkflow evaluates conditions
03Owner AssignedLead goes to the right user
04Task CreatedFollow-up action is prepared
05User NotifiedTeam member sees the action
06Lead ProgressesContinue through the pipeline
TRIGGER → CONDITION → ACTION
Build automation around your business process.
Your pipeline can be different from another business. VistaarFlow automation is designed to support configurable workflows so you can connect CRM events with the actions your team needs.
✓
Start with a trigger
Choose the CRM event that should begin the workflow.
✓
Add conditions
Use relevant rules to control when particular actions should run.
✓
Choose actions
Configure supported actions such as assignment, tasks, reminders, notifications and stage updates.
WHEN THIS HAPPENS
⚡ New lead is created
＋
ONLY IF
◇ Lead source equals Facebook
＋
DO THIS
↗ Assign lead to Admissions Team
＋
✓ Create follow-up task
＋
◉ Send team notification
Spend less time on repetitive CRM work.
Build workflows that help your team assign, follow up and move leads through your process consistently.