Augmented AI Intake Form WF
| Field | Value |
|---|---|
| ID | 66882084 |
| Status | Enabled |
| Object Type | CONTACT |
| Scope | sales |
| Created | Oct 16, 2024 |
| Updated | Oct 16, 2024 |
Functional Analysis
Business Trigger: Contact submits Augmented AI intake form with project details
Business Outcome: Create qualified deal with contact's form data and assign to specific owner
Type: StateChange | Complexity: high
Creates deals with complex property mapping from contact fields, involves multiple custom fields and business logic
How This Workflow Functions
This workflow is designed to convert the trigger "Contact submits Augmented AI intake form with project details" into the outcome "Create qualified deal with contact's form data and assign to specific owner".
| Runtime Metric | Value |
|---|---|
| Total action nodes | 2 |
| Decision points (branches) | 0 |
| Data update actions | 0 |
| Delay/wait actions | 1 |
| Notification actions | 0 |
| Task creation actions | 0 |
| External call actions | 0 |
Enrollment / Entry Criteria
Legacy Segment Criteria
| Group | Criteria |
|---|---|
| 1 | unknown_property HAS_FILLED_OUT_FORM |
Step-by-Step Action Flow
| Sequence | Context | Action Type | What Happens |
|---|---|---|---|
| 1 | Main Flow | DELAY | Delay for a configured period |
| 2 | Main Flow | DEAL | Execute DEAL action |
Action Narrative
- Delay
- DEAL
Group: Deal and Lead Qualification