Feature Release: Conditional & Automated Next Workflows is Now Live!

We’re excited to announce that Conditional and Automated Next Workflows is officially out of beta and now available to all users on our Business and Scale plans!

With this feature, you can:

-Automatically trigger the next workflow based on task form responses

-Use conditional logic to tailor workflow transitions

-Set up seamless handoffs using the Mark Complete button with or without conditions

This is a game-changer for scaling your client experience across key workflows like Onboarding, Money Movement, and Prospecting.

👉 Learn how to set it up in our Help Centre: https://help.myhubly.com/en/articles/10467970-conditional-and-automated-next-workflows

👉 See the full guide to using conditions with Mark Complete: https://help.myhubly.com/en/articles/10706397-mark-complete-button-trigger-next-workflow

As always, we’d love your feedback and ideas for future improvements. Happy automating!

Cooper Shubert Can you update me on this feature request. Essentially, I would like the next workflow to be contingent on a form field. Similar to the way tasks can be contingent. This way the process can branch based on the specific client situation.

Hi Mike Rauth - James passed along your message to me. We are currently in the process of designing and scoping this functionality in order to determine the most valuable solution, as well as when we can deliver it.

We actually currently have a Feedback Friday survey live one this very topic; if you have a moment, would you please share your thoughts? You can find the survey here: https://hubly.typeform.com/to/Ohn52mZT

Thank you!

James Wheadon Can please you give us an update on the status of this feature?

Exactly, it is flawed by automatically starting multiple workflows and then having to delete. If I put multiple next workflows in the template, then I should have the option to select which one based on the outcome of the existing workflow