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0.898862Z"></path></svg></div><div class="text-body-secondary-color">Starting and finishing Workflows with checkbox actions</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Starting and finishing Workflows with checkbox actions</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>In this article, we'll review a couple of cases where you can manually trigger and stop your workflows</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> <!-- -->Updated over 2 years ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 hidden my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#h_0aeb42701a" href="#h_0aeb42701a" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Let's say you want to manually start a workflow whenever you wish. To do this you can simply add a couple of checkbox fields to your folder and use them to manage your workflow. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-center"><h1 id="h_0aeb42701a"><b>Adding a Checkbox trigger</b></h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Go to the folder settings: </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/458388029/ceeabe8eed62d0354ce0e426/image.png?expires=1740275100&signature=39a3ea22806c6529d5e3e880c708c244d2b52ef0a02c83d2043af4c27e714ce4&req=cCUvFcF2nYNWFb4f3HP0gFMybxH4WU1rb9iKHeKZv%2Bx3QZAAXTYcd0i2k%2FKN%0AzvvAU%2BDxEOJ7yJkZ0w%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/458388029/ceeabe8eed62d0354ce0e426/image.png?expires=1740275100&signature=39a3ea22806c6529d5e3e880c708c244d2b52ef0a02c83d2043af4c27e714ce4&req=cCUvFcF2nYNWFb4f3HP0gFMybxH4WU1rb9iKHeKZv%2Bx3QZAAXTYcd0i2k%2FKN%0AzvvAU%2BDxEOJ7yJkZ0w%3D%3D%0A" width="1919" height="487"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click "Add field": </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/458388360/2170a83ac917eb7962be78db/image.png?expires=1740275100&signature=41b3f9908037e69578464d42f45764b0ae24eeece640209aebcd949ad1f023ab&req=cCUvFcF2nodfFb4f3HP0gKuv%2FpU1YRYGvNAkC9aAHj1VZW91rVfxmejeZKns%0ANeII4f%2B8ld449e6UQg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/458388360/2170a83ac917eb7962be78db/image.png?expires=1740275100&signature=41b3f9908037e69578464d42f45764b0ae24eeece640209aebcd949ad1f023ab&req=cCUvFcF2nodfFb4f3HP0gKuv%2FpU1YRYGvNAkC9aAHj1VZW91rVfxmejeZKns%0ANeII4f%2B8ld449e6UQg%3D%3D%0A" width="1215" height="793"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Choose "Checkbox":</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/458389219/14509ac06e1b057b6455f38c/image.png?expires=1740275100&signature=ba54e4d08f374af9e225506be33d827dfcf3ecefd9dabf39d8e87b25495d0f36&req=cCUvFcF3n4BWFb4f3HP0gIKUi8o%2FUg7D3mMRgH2kQ1LKrsug8VR2z8Mu3x68%0AYYoWPBNWGC%2BiGGWHfg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/458389219/14509ac06e1b057b6455f38c/image.png?expires=1740275100&signature=ba54e4d08f374af9e225506be33d827dfcf3ecefd9dabf39d8e87b25495d0f36&req=cCUvFcF3n4BWFb4f3HP0gIKUi8o%2FUg7D3mMRgH2kQ1LKrsug8VR2z8Mu3x68%0AYYoWPBNWGC%2BiGGWHfg%3D%3D%0A" width="1912" height="822"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Give it the name "Start Workflow":</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/458390264/55ce0b5b7c11a70c53b739c3/image.png?expires=1740275100&signature=b5cfe37240021b0489aaf5cca47b454c1d29763e766d1b7384fd43f8753454a7&req=cCUvFcB%2Bn4dbFb4f3HP0gLNp%2FrE3iLIZo9QASFKedQ1aZUdQ9SpVEp37X3Nb%0A8eYmxJ5rRtOcp3VVUQ%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/458390264/55ce0b5b7c11a70c53b739c3/image.png?expires=1740275100&signature=b5cfe37240021b0489aaf5cca47b454c1d29763e766d1b7384fd43f8753454a7&req=cCUvFcB%2Bn4dbFb4f3HP0gLNp%2FrE3iLIZo9QASFKedQ1aZUdQ9SpVEp37X3Nb%0A8eYmxJ5rRtOcp3VVUQ%3D%3D%0A" width="1903" height="866"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click "Add" and go to Workflows and create a new one with a "Field Value changes": </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/458392621/7703f90e563ced80fd30f6c0/image.png?expires=1740275100&signature=17d58dcfd0eb328ea0302696657f6cb1868d8b1c051ca458be1d82b45b20f744&req=cCUvFcB8m4NeFb4f3HP0gOziyTsk1DveOCpu0qFaMhnbWkpO%2BUFt3RdaCZKF%0ANha%2BeGVzGfwHjFVXVg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/458392621/7703f90e563ced80fd30f6c0/image.png?expires=1740275100&signature=17d58dcfd0eb328ea0302696657f6cb1868d8b1c051ca458be1d82b45b20f744&req=cCUvFcB8m4NeFb4f3HP0gOziyTsk1DveOCpu0qFaMhnbWkpO%2BUFt3RdaCZKF%0ANha%2BeGVzGfwHjFVXVg%3D%3D%0A" width="1919" height="782"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Choose the right folder and the field you just added:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/458393575/235099dfb2acd9f51dd74e57/image.png?expires=1740275100&signature=7166c8fe5af0e620e0f04c9ae854d9e9251e5b41a2a7db7cd6806b5dccceab3f&req=cCUvFcB9mIZaFb4f3HP0gFZZFm6RgfCuo7XghV3NwX3BcD9QQiwRVnic3SXr%0A3yEdq%2BcSF1L2n1SCbw%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/458393575/235099dfb2acd9f51dd74e57/image.png?expires=1740275100&signature=7166c8fe5af0e620e0f04c9ae854d9e9251e5b41a2a7db7cd6806b5dccceab3f&req=cCUvFcB9mIZaFb4f3HP0gFZZFm6RgfCuo7XghV3NwX3BcD9QQiwRVnic3SXr%0A3yEdq%2BcSF1L2n1SCbw%3D%3D%0A" width="1919" height="688"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Now, whenever you go to record and click "Start workflow" it will get triggered. Let's jump to the real example of how you can apply this to send a drip campaign. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If you keep the option "Run once per record" on (ticked), it means this checkbox will trigger and run the automation only once. If you want it to trigger this automation every time you tick it (after you untick it) - do not activate it.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To stop the workflow with a checkbox you can add another branch where you select "Wait for update helper" and the finish a workflow for a contact:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/458619727/c582eb1a49b680ea711fdb4c/image.png?expires=1740275100&signature=4abf75c06cb1c9be1917bb5b2dab3ca1dfbd066f9e1a6e7ebbcde1638e1581dd&req=cCUvEMh3moNYFb4f3HP0gGjSTQCga8G2EDItgImLb%2BNsBf9sBXvuckuRNk6Y%0AZQYQtTAoa5oxXCk3Kw%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/458619727/c582eb1a49b680ea711fdb4c/image.png?expires=1740275100&signature=4abf75c06cb1c9be1917bb5b2dab3ca1dfbd066f9e1a6e7ebbcde1638e1581dd&req=cCUvEMh3moNYFb4f3HP0gGjSTQCga8G2EDItgImLb%2BNsBf9sBXvuckuRNk6Y%0AZQYQtTAoa5oxXCk3Kw%3D%3D%0A" width="1919" height="910"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-horizontal-rule"><hr/></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Haven’t found the answers you’re looking for? Ask our <a href="https://www.facebook.com/groups/nethuntcrm.users" rel="nofollow noopener noreferrer" target="_blank">Users Community</a>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/></p></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://help.nethunt.com/en/articles/4986752-actions-in-workflows" data-testid="article-link"><div class="flex flex-col p-0"><span class="m-0 text-md text-body-primary-color group-hover/article:text-primary">Actions in 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to the Help Page!","footerLogo":"https://downloads.intercomcdn.com/i/o/hjvsl54i/596834/c9e9c9eb0201c50e0741ede28ca6/0fe46c29cd0d4a7ad10d5a8460de4dca.png","footerLogoHeight":"167","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"b1bf2394-c517-47e7-84e3-69612daac9e6","role":"visitor_role"},"articleContent":{"articleId":"5948269","author":null,"blocks":[{"type":"paragraph","text":"Let's say you want to manually start a workflow whenever you wish. To do this you can simply add a couple of checkbox fields to your folder and use them to manage your workflow. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"\u003cb\u003eAdding a Checkbox trigger\u003c/b\u003e","align":"center","idAttribute":"h_0aeb42701a"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Go to the folder settings: ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/458388029/ceeabe8eed62d0354ce0e426/image.png?expires=1740275100\u0026signature=39a3ea22806c6529d5e3e880c708c244d2b52ef0a02c83d2043af4c27e714ce4\u0026req=cCUvFcF2nYNWFb4f3HP0gFMybxH4WU1rb9iKHeKZv%2Bx3QZAAXTYcd0i2k%2FKN%0AzvvAU%2BDxEOJ7yJkZ0w%3D%3D%0A","width":1919,"height":487},{"type":"paragraph","text":"Click \"Add field\": ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/458388360/2170a83ac917eb7962be78db/image.png?expires=1740275100\u0026signature=41b3f9908037e69578464d42f45764b0ae24eeece640209aebcd949ad1f023ab\u0026req=cCUvFcF2nodfFb4f3HP0gKuv%2FpU1YRYGvNAkC9aAHj1VZW91rVfxmejeZKns%0ANeII4f%2B8ld449e6UQg%3D%3D%0A","width":1215,"height":793},{"type":"paragraph","text":"Choose \"Checkbox\":","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/458389219/14509ac06e1b057b6455f38c/image.png?expires=1740275100\u0026signature=ba54e4d08f374af9e225506be33d827dfcf3ecefd9dabf39d8e87b25495d0f36\u0026req=cCUvFcF3n4BWFb4f3HP0gIKUi8o%2FUg7D3mMRgH2kQ1LKrsug8VR2z8Mu3x68%0AYYoWPBNWGC%2BiGGWHfg%3D%3D%0A","width":1912,"height":822},{"type":"paragraph","text":"Give it the name \"Start Workflow\":","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/458390264/55ce0b5b7c11a70c53b739c3/image.png?expires=1740275100\u0026signature=b5cfe37240021b0489aaf5cca47b454c1d29763e766d1b7384fd43f8753454a7\u0026req=cCUvFcB%2Bn4dbFb4f3HP0gLNp%2FrE3iLIZo9QASFKedQ1aZUdQ9SpVEp37X3Nb%0A8eYmxJ5rRtOcp3VVUQ%3D%3D%0A","width":1903,"height":866},{"type":"paragraph","text":"Click \"Add\" and go to Workflows and create a new one with a \"Field Value changes\": ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/458392621/7703f90e563ced80fd30f6c0/image.png?expires=1740275100\u0026signature=17d58dcfd0eb328ea0302696657f6cb1868d8b1c051ca458be1d82b45b20f744\u0026req=cCUvFcB8m4NeFb4f3HP0gOziyTsk1DveOCpu0qFaMhnbWkpO%2BUFt3RdaCZKF%0ANha%2BeGVzGfwHjFVXVg%3D%3D%0A","width":1919,"height":782},{"type":"paragraph","text":"Choose the right folder and the field you just added:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/458393575/235099dfb2acd9f51dd74e57/image.png?expires=1740275100\u0026signature=7166c8fe5af0e620e0f04c9ae854d9e9251e5b41a2a7db7cd6806b5dccceab3f\u0026req=cCUvFcB9mIZaFb4f3HP0gFZZFm6RgfCuo7XghV3NwX3BcD9QQiwRVnic3SXr%0A3yEdq%2BcSF1L2n1SCbw%3D%3D%0A","width":1919,"height":688},{"type":"paragraph","text":"Now, whenever you go to record and click \"Start workflow\" it will get triggered. Let's jump to the real example of how you can apply this to send a drip campaign. ","class":"no-margin"},{"type":"paragraph","text":"If you keep the option \"Run once per record\" on (ticked), it means this checkbox will trigger and run the automation only once. If you want it to trigger this automation every time you tick it (after you untick it) - do not activate it.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"To stop the workflow with a checkbox you can add another branch where you select \"Wait for update helper\" and the finish a workflow for a contact:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/458619727/c582eb1a49b680ea711fdb4c/image.png?expires=1740275100\u0026signature=4abf75c06cb1c9be1917bb5b2dab3ca1dfbd066f9e1a6e7ebbcde1638e1581dd\u0026req=cCUvEMh3moNYFb4f3HP0gGjSTQCga8G2EDItgImLb%2BNsBf9sBXvuckuRNk6Y%0AZQYQtTAoa5oxXCk3Kw%3D%3D%0A","width":1919,"height":910},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"horizontalRule","text":"___________________________________________________________"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Haven’t found the answers you’re looking for? Ask our \u003ca href=\"https://www.facebook.com/groups/nethuntcrm.users\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eUsers Community\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":"\u003cbr\u003e","class":"no-margin"}],"collectionId":"2594404","description":"In this article, we'll review a couple of cases where you can manually trigger and stop your workflows","id":"5598222","lastUpdated":"Updated over 2 years ago","relatedArticles":[{"title":"Actions in workflows","url":"https://help.nethunt.com/en/articles/4986752-actions-in-workflows"},{"title":"What are Helpers in automation","url":"https://help.nethunt.com/en/articles/4986801-what-are-helpers-in-automation"},{"title":"Triggering workflows with tags","url":"https://help.nethunt.com/en/articles/5973421-triggering-workflows-with-tags"},{"title":"Wait for the email interaction: \"Email bounced\" helper","url":"https://help.nethunt.com/en/articles/10471704-wait-for-the-email-interaction-email-bounced-helper"},{"title":"Chats process automation","url":"https://help.nethunt.com/en/articles/10570571-chats-process-automation"}],"targetUserType":"everyone","title":"Starting and finishing Workflows with checkbox actions","showTableOfContents":true,"synced":false},"breadcrumbs":[{"url":"https://help.nethunt.com/en/collections/2594404-automation","name":"Automation"}],"selectedReaction":null,"showReactions":true,"themeCSSCustomProperties":{"--body-bg":"rgb(255, 255, 255)","--body-image":"none","--body-bg-rgb":"255, 255, 255","--body-border":"rgb(230, 230, 230)","--body-primary-color":"#1a1a1a","--body-secondary-color":"#737373","--body-reaction-bg":"rgb(242, 242, 242)","--body-reaction-text-color":"rgb(64, 64, 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