TormanoRather than build from scratch, install a ready-made workflow and change it to suit you.
Available templates
Sales and pipeline
- Round-Robin Lead Assignment: shares new leads evenly across your team.
- Deal Stage Change Notifications: tells the owner when a deal moves.
- Stale Deal Follow-up Reminders: flags deals that have sat too long in one stage.
- Lead to Prospect Promotion: moves a contact on once they engage.
- Weekly Pipeline Report: emails the pipeline to the team each week.
Communication and lifecycle
- Welcome Email for New Contacts: greets everyone who arrives.
- Contact Re-engagement Campaign: reaches out to contacts who have gone quiet.
- New Customer Onboarding Sequence: walks a new customer through their first weeks.
- Overdue Task Escalation: tells a manager when a task slips.
Nonprofit
- Donor Thank-You and Receipt: thanks the donor and sends their receipt.
- Recurring Donation Renewal Reminder: prompts a sustainer before their renewal.
- Annual Year Rollover for Recurring Programs: once a year, tags recurring participants with the new program year. Edit the schedule and the tag names to match your fiscal year.
Connecting other systems
- External System Webhook Sync: sends record changes to another system.
Installing a template
Install a template and Tormano copies it into your workflows, paused. Edit the content, the recipients, and the conditions to suit your organization, test it, then switch it on.
Customizing after install
Once installed, the workflow is yours: rename it, rearrange it, add or remove actions. Changes to the template library never overwrite your copy.