Use automations to apply task workflow to a sales listing

Summary

Learn how to use the Apply Task Workflow automation action to automatically start task-based processes at key stages of the sales lifecycle.

This article covers:

• Overview
• Apply a task workflow to an automation

Overview

The Apply Task Workflow automation action allows you to automatically add a task workflow to a sales listing.

You can use this action to ensure your team follows the same process every time a listing reaches a specific stage.

This is particularly useful for:

• Compliance checklists
• New listing processes
• Pre-settlement workflows
• Office procedures that require multiple tasks
• Workflows involving different users, teams, or roles

By combining task workflows with automations, you can automatically start the correct checklist without needing to apply it manually.

Apply a task workflow to an automation

To apply a task workflow to an automation:

• Go to: Settings > Automations
• Select an existing automation or click New Automation

• Set the Trigger Category to Listing and select the required Trigger Type

• Click Create
• Enter the automation Name and Description

• Click the + button below the trigger block
• Select Action

• Click Apply Task Workflow

• Open the action block
• Select the Default Consultant
• Search for and select the Task Workflow you want to apply

• Click Save as Draft to save the automation for later, or 
• Click Save & Activate to activate it