Hubly’s Conditional and Automated Next Workflows feature, available exclusively on the Business and Scale plans:
Business Plan: Includes 5 conditional next workflows.
Scale Plan: Provides unlimited automation capabilities.
This powerful functionality helps standardize and scale your client experience by eliminating extra clicks and ensuring that the next workflow starts only when the current workflow is fully completed. This is particularly useful for advisory teams that want to streamline operations and automate workflow transitions.
How to Set Up the Mark Complete Button to Trigger the Next Workflow
Open the Workflow Editor.
Navigate to the Next Workflow that you want to start automatically.
Configure the automation condition for that workflow.
How to Set Up Mark Complete Button to Trigger the Next Workflow with a Condition
If you need more control over when the next workflow starts, you can apply a condition to the automation.
For example, let’s say you have a conditional workflow that should start only when a form condition is met—but you ALSO want to ensure that the entire current workflow is complete before triggering it. By setting up this AND condition, the next workflow will only be triggered once both conditions are met.
For more details, check out our guide on Conditional and Automated Next Workflows
