Workflows in WillowSpace help you automate routine tasks in your client journey — so you can spend less time managing logistics and more time doing meaningful work. Whether it's sending a follow-up after a proposal is accepted or kicking off an onboarding process once a form is submitted, Workflows streamline your operations in a few clicks.
Use Workflows to:
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Automate next steps based on key events
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Reduce manual follow-ups
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Standardize your client experience
Triggers can include:
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Proposal accepted or declined
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Invoice paid (partially or fully)
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Form submitted
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Lead converted to client
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Status updates on clients or projects
How to Set Up a Workflow (Step-by-Step Guide)
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Go to Workflows: Log in to your WillowSpace account and head to Workflows in the left menu.
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Click New Workflow and give it a clear name.
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Set Your Trigger: Choose from events like “Proposal has been accepted” or “Form has been submitted.”
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Choose Your Action(s): Depending on the trigger, choose what happens next.
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Click Save. Your workflow is now live!
Workflow Trigger Glossary
Proposal has been accepted – Great for triggering your onboarding flow.
Proposal has been declined – Follow up to ask why or offer next steps.
Invoice paid in full – Send a thank-you message or final files.
Invoice paid partially – Notify your team or send a reminder for remaining balance.
Form submitted – Kick off the next phase of the project.
Lead converted to client – Welcome them with a personalized email.
Client status changed – Update project board or internal notes.
Project status changed – Trigger a client-facing update or meeting reminder.
Creative Workflow Examples
Onboarding Flow: Trigger: Proposal accepted Actions:
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Send a deposit invoice
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Change client status to "Active"
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Send form to gather project details
Offboarding Flow: Trigger: Invoice paid in full Actions:
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Send a link to feedback form
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Change project status to "Complete"
Lead Nurturing Flow: Trigger: Proposal declined Actions:
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Send follow-up email in 3 days
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Add internal note for future follow-up
