New deal routingActive
Runs when a stage changes
TriggerDeal moves to ProposalAny pipeline
ConditionRegion is West?Checks the company record
ActionAssign to Sara KimYes → West team
otherwise
ActionAssign to Tom AdlerNo → East team
Runs · todaySample data
Harbor & Pine · Spring restock → Sara Kim
09:12
Cedar Ridge · Summer order → Tom Adler
08:40
Bluewater Marine · Dock kit → Sara Kim
Yesterday
What it covers
Built into Workflows.
Triggers and actions
Steps that run when something changes.
Routing
Send work to the right owner.
Consistency
The same process every time.
Part of the same workspace
Works with the rest of Filoo.
Workflows shares the records, permissions and plan limits of the rest of Filoo, so work moves between areas without a separate tool.
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