Creating a Workflow in Laminin

Xander van Wyk

Created Mar 06, 2025

Creating a Workflow in Laminin

A Workflow is a defined set of Processes and States that a Lead can travel through to take it from creation to a predetermined outcome

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Laminin

59 Steps
1

Click on Settings

Click on Settings
2

Click on Campaign Management

Click on Campaign Management
3

Click on Workflows

Click on Workflows
4

Click on Add

Click on Add
5

Provide a name for this Workflow

Provide a name for this Workflow
6

Provide a description for this Workflow

Provide a description for this Workflow
7

Click on "Save" to save the Workflow

Click on "Save" to save the Workflow
8

Next we can start adding Processes to our Workflow. Click on "Add Process".

Next we can start adding Processes to our Workflow. Click on "Add Process".
9

Provide a name for the Process

Provide a name for the Process
10

Assign a value for the order of this Process in the Workflow

Assign a value for the order of this Process in the Workflow
11

Provide a description for this Process

Provide a description for this Process
12

Click on "Save" to save the Process

Click on "Save" to save the Process
13

Next we can add States to the Process. Click on "Add State"

A process state indicates in which state the process is. Examples are: New, Sale, Cancelled. It could also be call states such as Callback, No Answer, Do Not Call.

Next we can add States to the Process. Click on "Add State"
14

We will create a "New" state that will be the initial state when a lead enters this process

We will create a "New" state that will be the initial state when a lead enters this process
15

We will check the "Initial" flag on this State, indicating that it is an initial state

We will check the "Initial" flag on this State, indicating that it is an initial state
16

Click the green "Save" button

Click the green "Save" button
17

Let's add another state. Click on "Add State".

Let's add another state. Click on "Add State".
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This is an "In Progress" state, indicating that the lead is staying in this state for the time being.

This is an "In Progress" state, indicating that the lead is staying in this state for the time being.
19

We will set the "Update Allowed" flag on this state so that we can update to this state from the Lead.

We will set the "Update Allowed" flag on this state so that we can update to this state from the Lead.
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Click the green "Save" button

Click the green "Save" button
21

Let's add a last state to this process

Let's add a last state to this process
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We'll name it "Complete", indicating that this is the final state in this Process and we can use this state to move the lead to the next Process.

We'll name it "Complete", indicating that this is the final state in this Process and we can use this state to move the lead to the next Process.
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We will set the "Final" flag, indicating that this is a final state for this Process

We will set the "Final" flag, indicating that this is a final state for this Process
24

We will set the "Update Allowed" flag on this state so that we can update to this state from the Lead.

We will set the "Update Allowed" flag on this state so that we can update to this state from the Lead.
25

Click the green "Save" button

Click the green "Save" button
26

Let's add an action button to this Process. Click on "Add Action".

This will add a button to the lead that can be used to trigger actions such as sending a WhatsApp Template message to the customer, calling a webhook of an external platform, etc.

Let's add an action button to this Process. Click on "Add Action".
27

Give the Action button a name

Give the Action button a name
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Select the Action Type, in this case we just want to update the Lead State

Select the Action Type, in this case we just want to update the Lead State
29

Click on "Save"

Click on "Save"
30

Click on the "Back" button to go back to the Workflow

Click on the "Back" button to go back to the Workflow
31

From here we can add another Process. Click on "Add Process".

From here we can add another Process. Click on "Add Process".
32

Provide a name for the Process

Provide a name for the Process
33

Assign a value for the order of this Process in the Workflow

Assign a value for the order of this Process in the Workflow
34

Provide a description for this Process

Provide a description for this Process
35

Click on "Save" to save the Process

Click on "Save" to save the Process
36

Next we can add States to the Process. Click on "Add State".

Next we can add States to the Process. Click on "Add State".
37

We will create a "New" state that will be the initial state when a lead enters this process

We will create a "New" state that will be the initial state when a lead enters this process
38

We will check the "Initial" flag on this State, indicating that it is an initial state

We will check the "Initial" flag on this State, indicating that it is an initial state
39

Click the green "Save" button

Click the green "Save" button
40

Let's add another state. Click on "Add State".

Let's add another state. Click on "Add State".
41

This is an "In Progress" state, indicating that the lead is staying in this state for the time being.

This is an "In Progress" state, indicating that the lead is staying in this state for the time being.
42

We will set the "Update Allowed" flag on this state so that we can update to this state from the Lead.

We will set the "Update Allowed" flag on this state so that we can update to this state from the Lead.
43

Click the green "Save" button

Click the green "Save" button
44

Type "Complete"

Type "Complete"
45

Let's add a last state to this process

Let's add a last state to this process
46

We'll name it "Complete", indicating that this is the final state in this Process and we can use this state to move the lead to the next Process. We will also set the "Final" flag.

We'll name it "Complete", indicating that this is the final state in this Process and we can use this state to move the lead to the next Process. We will also set the "Final" flag.
47

Click the green "Save" button

Click the green "Save" button
48

Let's add an action button to this Process. Click on "Add Action".

Let's add an action button to this Process. Click on "Add Action".
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We will call the Action button "Create in Jira" and will call a webhook to create a new project in Jira.

We will call the Action button "Create in Jira" and will call a webhook to create a new project in Jira.
50

Select "LeadWebHook" from Action Type

Select "LeadWebHook" from Action Type
51

Select Jira from the "Template" dropdown

Note: The webhook template is configured in the Admin -> Integrations -> Lead WebHooks menu. Here the endpoint, authentication and JSON payload can be configured.

Select Jira from the "Template" dropdown
52

Select the Workflow that the lead must be moved to upon calling the webhook. In this case we select our "Software Development" Workflow

Select the Workflow that the lead must be moved to upon calling the webhook. In this case we select our "Software Development" Workflow
53

Select the Process that the lead must be moved to upon calling the webhook. In this case we select our "Technical Spec" Process

Select the Process that the lead must be moved to upon calling the webhook. In this case we select our "Technical Spec" Process
54

Select the State that the lead must be changed to upon calling the webhook. In this case we select our "Complete" State

Select the State that the lead must be changed to upon calling the webhook. In this case we select our "Complete" State
55

We can also add a confirmation pop-up dialog before completing the action. Click on "Display Confirmation Dialog before execution?".

We can also add a confirmation pop-up dialog before completing the action. Click on "Display Confirmation Dialog before execution?".
56

Type the confirmation text you want to display

Type the confirmation text you want to display
57

Click on "Save"

Click on "Save"
58

Click on the "Back" button to go back to the Workflow

Click on the "Back" button to go back to the Workflow
59

We can continue adding Processes according to our Workflow

We can continue adding Processes according to our Workflow
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