Select Set up triggers. To turn a workflow on: In the upper right of the workflow editor, click Review and publish. A HubSpot workflow is a tool inside of HubSpot that allows you to automate parts of your marketing, sales, and customer service efforts. General In the General tab, you can manage the days of the week and times that actions can execute for all workflow types. I want to enroll the user in a workflow to get feedback on the product. In the workflow editor, click Set enrollment triggers. Select Start from scratch, then click Create workflow. You could set up a new workflow to re-engage them or manually put them back into the workflow, but there’s a better solution—using re-enrollment triggers. But sometimes it makes sense to en. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. then I changed to anytime. Hi @Jenniekari. For example, if you want contacts to re-enroll when their Lifecycle stage changes, this can be achieved by including 'Lifecycle stage is known' as an enrollment trigger and enabling re-enrollment for it, too. To learn more, and to see a full list of cookies we use, check out. Manually relaunch a workflow. What I have done is - Added a Yes/no field to Deal record to initiate the workflow. Hi all, I put together a workflow for a webinar my agency is putting together, but when the initial email went out, only 203 of the 800 contacts enrolled in the workflow recieved the email and only 203 were sent. You could use a workflow to enroll contacts who click the Cancellation CTA and then set the workflow to send an internal email to yourself containing personalization tokens of the the contacts. I think my problem here is that many deals are enrolling at the same time, and there's no way for me to sequentially process them several seconds apart to avoid hitting the 4 per second search API limit. Sometimes that trigger is a list membership or a form submission. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hey @lasseschou, to get on the same page, I'd like to reiterate what you're looking to accomplish. We use cookies to make HubSpot's community a better place. Discussions. When I go to click Save I get a pop up that is not very clear. Enroll them manually (not many deals in my case). Several collegues followed the same walkthrough and did confirm. They will remove the contact from the same workflow. Currently, if you have a workflow that only uses enrollment from another workflow, the enrollment detail appears as though it is just manual enrollment (no other triggers). There may be other workflows that run off of deal creation, or a sales rep may manually update the close date a bit after creating the deal, that overrules this step. In the upper right, click enrEnroll. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. 1. When a contact meets the set goal, they’re automatically unenrolled from the workflow. Change all delays to five minutes. com How to test your workflow Learn how to test your HubSpot Workflow to ensure that your actions will execute as desired. they are already. Plan to send 3 emails asking for feedback 2 days between each. Hi Rick, I import lists on a daily basis that go through a workflow to send emails. We've been using the platform for a few years now, and I haven't experienced this yet. A record that is already enrolled in a workflow won't re-enroll while it is still active in the workflow. You can manually enroll lists of Contacts into a live workflow but this is not possible for Custom Objects. We use cookies to make HubSpot's community a better place. Obvious downside to this is the lack of. In the workflow editor, click Set enrollment triggers. - When that field is changed to Yes, a new ticket is created in a relevant pipeline stage. In your HubSpot account, navigate to Automation > Workflows. Turn the workflow on. If I enroll them, they will have to go through the delay, alt. The last step will be to set the checkbox back to “No. If the option is turned on, the HubSpot will enroll any contact that. This workflow will clear the close date property as soon as you click "Create deal" at the bottom of the creation form, or as soon as another process creates a deal. Ex: Form submission, contact property update, deal creation. I have actually resolved this. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Here's an example of such a workflow: Enroll all companies where Name is known, copy company Name into contact property Company name field of all associated contacts. In the case of this workflow, be sure to turn on re-enrollment, because if the contact converts on another website form, they can be sent through the workflow again to revert to non-marketing. If you've already registered, sign in. ; To create a new template, click Create template. Workflows automatically enroll records based on the criteria set in the enrollment triggers. In the top left, click the Manage tab. Example: A user on our website starts to fill in a form -> Adds them to a workflow -> they then get added to a list Thank youOnce the workflow is live, new contacts would enroll when they're added manually to the static list. This one might seem obvious, but we’ve all been. I have a branch in it which check if an action should be execute. 1825 days. If that's the case, you'd also enable re-enrollment as shown in my screenshot. Create a workflow from scratch and set the enrollment trigger to “Custom date property is known”. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in,. . Workflows API Overview. Then, in workflow options select unenroll from the sequence. 4. For re-enrollment to happen via triggers, the records must meet the initial enrollment triggers of the workflow at the time of re-enrollment. That way, your original enrollment critera remain intact AND enrollment effectively stops. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. Enrollment triggers are your defined benchmarks that enroll records in the workflow automatically. When using the contents of an auto-populated field, like IP Country, in a workflow, I always include and additional 'is known' check, as I too have been burned by empty fields just after contacts have been created. ; Hover over the workflow, then. In the upper right, click Create workflow. I import lists on a daily basis that go through a workflow to send emails. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating. To learn more, and to see a full list of cookies we use, check out ourJust use a form submission as the starting criteria for the workflow and then create a new Deal and populate the Deal properties with the properties from the form submission. As to the enroll existing contacts. We use workflows extensively for the sales team as a way for them to add data. The ability to automate HubSpot sequence enrollment started gaining traction in 2017 with the following post on the HubSpot Community forum. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. - That ticket contains custom fields to add the value that is. I noticed the Deal Score would not change when I update any of those properties unless I manually enroll a deal itself (even if it met the trigger via the test algorithm). . Here's how: Click Automation and select Workflows. In the left sidebar, click Unenrollment and suppression. Example: Create a single checklist property called "XYZ Import" Add XYZ Import is any of Yes to the enrollment criteria in the workflow The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. I follow the walkthroughs step-by-step. They can also be enrolled automatically by using contact-based workflows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Use HubSpot workflows to send automated messages across channels, pull in HubSpot CRM data,. ('is known' is equivalent to 'has changed' in HubSpot workflows. If the event fires again within a short period, don't fire more emails Next month, when the event fires again, fire the email again. 4. When a contact in your HubSpot CRM meets the workflow enrollment criteria (which you set), HubSpot will notify your sales team, update the contact's status, or trigger an automation that. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Hi How did you get on with this? I actually developed my idea a little further. It would be great to have this feature - Thanks! We use cookies to make HubSpot's community a better place. Unfortunately not, no. See moreCommunity Blogs Knowledge Base right Chat & Automation right Workflows right Set your workflow enrollment triggers Set your workflow enrollment triggers Last. English English Español Português FrançaisThanks Karsten, your screenshot pointed me in the right direction. In the top left of the workflow editor,. Only manual re-enrollment option on Contact enrollment trigger. 6. En la parte superior derecha, haz clic en Crear Workflow. I would like to create a win-back workflow that is centered around a custom property. Set the enrollment conditions to match whenever a contact has a value in the non-mandatory field, then use the set a contact property action to set a date time property with the current date. Once we worked with over 700+ lists in workflows didn't face any such thing. No auto-enrollment but simply a manual enrollment should be able to get the previously merged contact into the workflow when desirable (determined by a human in other words). Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. Please correct. In the workflow editor, click Set up triggers. . . Click the name of your workflow. Hundreds of deals are enrolling at the same time which is making the search API hit its limit of 4 requests per second. I'm hoping we can get the actual workflows up and running!. One quick workaround for a once off enrollment would be to create a static list of the contacts you want to enroll, then set an OR on your workflow. If this workflow should only be triggered manually (either by a user in HubSpot or through the API), set this to true. Thanks. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If you've already registered, sign. To find the new data, navigate to Contacts > Workflows, and click into any of your active workflows. A very flawed feature. Visual Editing. The Workflows API allows for full CRUD access to workflows in your portal. If you're reading this article, chances are you know how. clickEnroll from a. I'd like to execute a sequence we've. Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. Since last week Hubspot activates the Beta workflow for Deals. I'd like to enroll those customers into a automated workflow to We use cookies to make HubSpot's community a better place. We use cookies to make HubSpot's community a better place. We use cookies to make HubSpot's community a better place. We use cookies to make HubSpot's community a better place. Empezar desde cero. Like many things, it can be achieved with custom code actions in workflows which require development. Step 2: Setting your workflow’s enrollment triggers. 1. Manually enrolled records will execute the workflow immediately. The trigger criteria for this workflow can vary, based on your own business and needs. Set up the trigger, then click Apply filter. Hi @russellmasters,. Choose the Lambda function you created in step 2. In your HubSpot account,. Sequences consist of more targeted emails, so it only offers manual enrollment, whereas workflow allows both automatic and manual enrollment. Check out all of HubSpot’s workflow integrations and get started automating your business and eliminating silos. If the contact meets this qualification then when I click test I expect the workflow to send them an email. Here's an example of such a workflow: Enroll all companies where Name is known, copy company Name into contact property Company name field of all associated contacts. To learn more, and to see a full list of cookies we use, check out ourRight now I have a workflow that can find those enrolled in a sequence and create a task, but I still have to manually unenroll them. Turn the workflow on. You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. A contact from my database registered for an event and didn't receive the confirmation message because they were listed as a non-marketing contact. Jun. Manual Unenrollment. . We offer HubSpot support (lots of email. Steps to follow: Step 1. To further refine your trigger, click Add refinement filters. Vs. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Update: Adding "Number of associated deals is known" as part of the enrollment triggers didn't work. It would be really useful to enroll the Custom Objects from a list in cases where a number of them have been missed, or in my case when you do not want to blow the daily HubSpot API limits. Workflow events will be listed in descending order, with the initial enrollment at the top. by another workflow using the enrol in workflow action. Step 1: Establish your workflow enrollment triggers and map out your desired steps. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . In cases like these, utilize the “enroll” button on the top right of your workflow to manually enroll a specific contact. Once the workflow is live, new contacts would enroll when they're added manually to the static list. Create a contact list "Excluded contacts" to define should be excluded from workflows (criteria: multiple disqualifying factors specific to my company) 2. En el panel izquierdo, elige si deseas iniciar tu Workflow desde cero o utilizando una plantilla. The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly for repeat customers as they do for new customers. Unfortunately not, no. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. You can also take action on associated records. 1. if many objects are being enrolled into the same time, they can't be processed or staggered with a few secon. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Step 2: Setting your workflow’s enrollment triggers. There is no way to turn this off. . (The exact list criteria depend on your workflow actions. . If you want to use Workflows for sending sales emails, the best way to achieve this is by working around the enrollment limitations. For contact-based workflows, you have the option to enroll records manually one by one and through a list. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Manually Enroll Deal into Ticket Building a credit control function against live deals to commuincate with clients over missed payments. Set enrollment criteria. Then, whoever is currently in the workflow will finish, but no contacts will. . Example: Create a single checklist property called "XYZ Import" Add XYZ Import is any of Yes to the enrollment criter. So is it possible to c. So far so good. Here are two ways to manually enroll contacts into a sequence on HubSpot. We use cookies to make HubSpot's community a better place. On the other hand, in sequences, you can enroll a contact manually only, either individually or in bulk. 2) Entry workflow. This is the main reason why there are various webmail services can you check for complete information here. When I manually enroll contacts, it works as intended. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. A contact from my database registered for an. You would set this custom contact property to "yes" at the end of the contact-based workflow. Conditions: Allow flexibility to define functions by allowing If/Then. I will advise you to log out from the acc and log in again, try creating wf only after some time. In your HubSpot account, navigate to Automation > Workflows. I'm really surprised this isn't a feature yet. There may be other workflows that run off of deal creation, or a sales rep may manually update the close date a bit after creating the deal, that overrules this step. thankHi, thanks for this explanation, however a question for clarity: does this mean the API is not actually "unenrolling" a contact from a workflow? Will I be able to re-enroll a contact, once I've used the API to "unenroll" them from the workflow? That's my whole purpose for using the DELETE contact fr. This means that contacts can only be enrolled manually, i. Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. That is misleading when the actual enrollment is from another workflow. For example, updating an enrolled contact’s. Something to keep in mind: The email. Without emails, accomplishing various tasks isn’t possible. Due to the specific needs of the work. Allow workflow re-enrollment for deal properties. To learn more, and to see a full list of cookies we use, check out ourNice work Channing, There's a few gotchas with Workflows so patience, and lots of testing, is often required. Use HubSpot's workflows to automate business processes and be more efficient. It will do the job every day. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. Thank you for the assistance so far! I'll keep working at it and provide an update if I find a solution. Constantly updating data for every one of your prospects is tough. Still, you face the issue, open a ticket with HubSpot support by clicking the blue Help button on the right. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). It looks like you're working a company-based workflow which has an action to update the property value of an associated record. I need a way for the workflow to *sequentially* processed the deals with a delay between each run of the workflow. After which, we can select the action ‘Copy Company Property Value’, and configure the settings to copy the ‘Name' property to the target ‘Company Name’. Click the name of the workflow to navigate to the workflow editor. In your HubSpot account, navigate to Automation > Workflows. With a marketing email you will be able to add " email opened" in the workflow condition and then make a task for the sales rep. I want to enroll 1 contact from this account into this workflow - but once I select the workflow, and the ENROLL button become available, there's no step in between to select WHICH contact I want to enroll. " Once this is saved and processed, the list should pull in the contacts that have been enrolled in your workflow but have not met the. (When you enroll contacts from an active list, contacts will enter the workflow as soon as they meet the list filter criteria. . Source: HubSpot. e. I know it is possible to switch on the workflow manually in the Hubspot app and select the option to include existing contacts that meet the criteria i. Allow workflow re-enrollment for deal properties. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. I did briefly look at the transactional email support within Hubspot but it didn't seem to scratch the itch. In the right panel, view the record's workflow history. First, set a measurable goal or common task and select a list of contacts in your database to be enrolled in the workflow. The most powerful marketing, sales, service, and CMS platform on the planet. HubSpot support is available via chat, email, or phone for Marketing Professional accounts and above. Hi , thanks for the sanity check. Hi all, I put together a workflow for a webinar my agency is putting together, but when the initial email went out, only 203 of the 800 contacts enrolled in the workflow recieved the email and only 203 were sent. We use cookies to make HubSpot's community a better place. Manually enroll yourself. The record doesn't meet the workflow's enrollment triggers. The challenge is that, as noted in HubSpot’s knowledge base article on re-enrollment triggers, “By default, records are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. Once that property is manually set to the right value, the workflow. I'm working on a workaround outside Hubspot with a schedule workflow. 1) The Data Entry Workflows. Hello, It would be very helpful if we can enroll members (manually or enrolling them from another workflow) not from the top but from one of the steps. Create and manage workflows. if job title is know then i have branches for each of the personas: if title is x, persona property is y. Hey , While there's no documentation on how the updated in last x days type workflow enrollment trigger works, I was able to confirm how things work by running some test on my end. If you're reading this article, chances are you know how. I would love to see this updated to include the list option as well. Enrollment criteria refer to the qualifications that must be met for a contract to be entered into a workflow. For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000. ) Next, connect your HubSpot account or select an existing HubSpot account from the dropdown and click Continue. Can you send me your App ID, and the HubID of the account you're doing your automation through workflows in? If you just need to re-enroll you contacts into the workflow each time a timeline event is created in HubSpot, you should simply be able to. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. In which case, you can build a list of contacts who have completed specific workflows in the list builder. 3. Enrollment Triggers . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To enroll a list of contacts. . Manually enroll Companies into a workflow by list. Yes, enroll existing contacts who meet the trigger. ) Action 2: Delay schedule and timing. If Yes: End the workflow and do nothing. Depending on what the other steps are and what the goals are, contacts can drop out at various stages but without seeing the whole workflow and your workflow settings, it's hard to say where exectly the problem is. Obviously, there are a lot of ways this could go wrong. In the workflow editor, click the + plus icon to add an action. Hi, it would be super helpful to have the following workflow feature available: Sometimes objects (contacts, companies, deals) need to be enrolled manually to a workflow and usually it makes sense to enroll them and they start from the enrollement trigger. Some possible options: It sounds like you might be enrolling deals based on an automatic enrollment trigger set up in the workflow, so you could instead remove the trigger and manually enroll contacts. Yes this will work as long as the email sent from the form is a marketing email. Choose Contact-based as the workflow type and select the appropriate workflow type for your needs, then select Next. If you want to make bulk updates to existing records, it is best to make those changes using the. You can also enroll individual contacts into workflows from the contacts panel. Workflows, on the other hand, are designed for. Community Blogs Knowledge Base right Chat & Automation right Workflows right Set your workflow enrollment triggers Set your workflow enrollment triggers Last updated: November 6, 2023 Available with any of the following subscriptions, except where noted: Marketing Hub Professional, Enterprise Sales Hub Professional, Enterprise Manually enroll Companies into a workflow by list. This breaks workflows. Hubspot already allows this if you manually click into a contact --it needs to be accessible via workflow. . But you DO notice when reviewing the workflow, because a clear notification appears at the first step. You may choose to enroll records manually. In cases like these, utilize the “enroll” button on the top right of your workflow to manually enroll a specific contact. Adding a workflow if/then filter at the beginning of our workflows would be to much of a monumental task, since we have over 600 workflows. When meeting certain criteria in workflow A, contact is. In the upper right, click Enroll in workflow. This one is similar to the suppression list, except that goal lists serve a different purpose. That means less manual work and time back in your team's day. Do you know what happens to contacts that are currently enrolled in the workflow if I turn the workflow off? Will. The easiest way to do that, in my opinion, would be creating a first list of contacts who have been sent the email and a second static list of contacts who have been enrolled in the workflow but are not in the first list. Configuring in the workflow settings "Unenrollment and suppression" --> Remove from a. The workflow is not turned on. If I have to manage recipients and template data I'm 90% to just sending it out from our own email infrastructure. To learn more, and. Contacts. Manually enroll contacts into a workflow and have them bypass any steps. EG: I have a flow where there's a delay, and I want to enroll a member manually. Navigate to. Activecampaign has a skip wait step and Hubspot should too. not sure there , do you happen to. Is it possible when creating a workflow through the api, to enable it and enroll existing contacts in the list at the same time. Don't want to run trigger off page views or time last seen as they may visit multiple pages in one web session. If you want to make bulk updates to existing records, it is best to make those changes using the. Source: HubSpot. While I have yet come across similar use cases, We use cookies to make HubSpot's community a better place. Next, open Worklows under the Contacts drop down,. wrote: When using the contents of an auto-populated field, like IP Country, in a workflow, I always include and additional 'is known' check, as I too. We use workflows extensively for the sales team as a way for them to add data. Problem workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We use cookies to make HubSpot's community a better place. Is it possibile to set a specific set of time to enroll a workflow? For example, workflow start only on the weekend or on monday and thursday. The use case is: there are many countries using the same portal, all users of a country are member of a "HubSpot team" specific for that country so. Hi This seems to be purely down to which type of enrolment trigger you are chosing. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll? Also, when you click Details in the top left of the editor and then into the Enrollment history tab, is the record listed here? (Use the Select a [record] dropdown to find your record. Un-enroll from HubSpot Workflow. OneSignal Integration. . when i first turned this on, i put every day at 3 am. Create a workflow that enrolls them in the sequence (i. by another workflow using the enrol in workflow action. Thanks a bunch for the advice!!! RebeckaHi Thanks for reaching out. The easiest way to do that, in my opinion, would be creating a first list of contacts who have been sent the email and a second static list of contacts who have been enrolled in t. Enroll list in workflow. As of Monday 10th May many of my users have not been able to see or use the manual workflow enroll button as they did previously. Set workflow enrollment triggers to automatically enroll records into your workflow when they meet specific trigger criteria. So I started at looking at ways to either a) trigger the internal email directly in Hubspot or b) enroll the deal in the the workflow via the Hubspot API. Hi @IBrockschmidt, If you want to enroll a contact into a workflow when a property changes, you would simply set the enrollment trigger to "is known": It sound like you'd want contact to be enrolled whenever that happens. In fairness, HubSpot has improved one aspect of this situation since my original cry for help. When a contact meets the enrollment criteria, they'll automatically be enrolled. . This is the workflow, it include those properties (Deal Amount, Deal Probability, and Deal Priority) both known or unknown under trigger. Your contacts went through the earlier actions as well. 5. Conditions. Hi @LDiPalma3. I don't want to edit each wait step just to test a single lead and then go back and rebuild them. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. . When following. Or, learn how to create a new workflow. Subscribe. You should be able to complete this with just one workflow. But yes, the domain is set up for Hubspot to use. hubspot. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This blog post is part of our How to Use HubSpot series focused on helping our readers get the most out of their HubSpot portal with tips and tricks on best practices within HubSpot. Select "Lambda Function" as the integration type. Add a filter / select the filter category "Workflow enrollment": You can then specify whether the contact's engagement with your workflow: (If you're looking at a list that was used for enrolling contacts into a workflow, that might not be 100% accurate as contacts might leave the workflow before completing it, due to exclusion, un-enrollment. Gotta love it. You may choose to enroll records manually. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment (see screenshot above) and click the checkbox for the list. Visual Editing. Create a contact-based workflow, and set up your enrollment triggers to decide which contacts are enrolled. I've switched to the classic trigger type, selected my form as re-enrolment condition and everything is wo. The lists tool in HubSpot allows you to create a list of contacts, companies, deals, or custom objects based on property values and other characteristics, including activities. Set enrollment criteria. Usually the re-enrollment is the "gotcha" that catches most. To enroll contacts from a list, you would choose this option: If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow. I see no good example of why this would be a good idea. Hi, i am running into the same issue, i am creating 100+ workflows through the API and i want them to work from the get go without having to manually We use cookies to make HubSpot's community a better place. 4. Can I have a workflow that has both manual and automatic enrollment? In my use case, I've got an onboarding. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To edit an existing workflow, hover over the workflow, then click Edit. In the workflow that you want to trigger a sequence, click the + icon.