Workflow Trigger: User Login (Membership Login)

July 30, 2024•1 min read

Workflows can be created for a multitude of triggering actions, with any series of follow-up actions/events you wish to customize for your business. The versatility allows you to customize the triggers and actions for your needs completely. For example, you may want to create a workflow to be notified when a contact logs in to the Membership area of BILT. This can help you track membership activity.

Follow these steps to create this type of Workflow:

Step 1: Create the Workflow Trigger

In the Workflow builder, add a trigger for “User Login”.
- NOTE: “User” here means a membership user or a contact who has signed up for your membership. This is not a “User” of BILT as in another team member in your workplace.
Save your changes.

Step 2: Customize the Actions Based on the Trigger

You have many options to customize the actions, from if/else conditions, to sending an email or SMS, assigning a tag, and sending internal notifications. Customize the action(s) as you wish that makes sense for your business!

Add an Internal Notification action for the user assigned to the contact, such as this example:

Make sure to save your changes, and publish the Workflow before using it.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Back to Blog