TormanoTormano ships 13 pre-configured workflow templates you can install and customize instead of building from scratch.
Available templates
Sales & pipeline:
- Round-Robin Lead Assignment
- Deal Stage Change Notifications
- Stale Deal Follow-up Reminders
- Lead to Prospect Promotion
- Weekly Pipeline Report
Communication & lifecycle:
- Welcome Email for New Contacts
- Contact Re-engagement Campaign
- New Customer Onboarding Sequence
- Overdue Task Escalation
Nonprofit:
- Donor Thank-You and Receipt
- Recurring Donation Renewal Reminder
- Annual Year Rollover for Recurring Programs (once a year, tags recurring participants with the new program year — edit the schedule and tag names to match your fiscal year)
Integration:
- External System Webhook Sync
Installing a template
Install a template and Tormano clones it into your workflows in a paused state. Edit the content, recipients, and conditions to match your org, test it, then activate.
Customizing after install
Templates aren't locked. After install, the workflow is yours — rename it, restructure it, add or remove actions. Updates to the template library don't override your copy.