Send to workflow
Starts a run of another published workflow with the contacts that reach this step. The contacts also continue in this workflow.
Use it to compose smaller workflows together instead of building one large one.
Settings
Output: the contacts, continuing to the next step in this workflow.
Requirements: the target workflow must ask for contacts at runtime — set Ask at runtime on its Manual run trigger — so the handed-off records can seed its first step.
Send companies to workflow
Starts a run of another published workflow with the companies that reach this step. The companies also continue in this workflow.
Use it to compose smaller workflows together instead of building one large one.
Settings
Output: the companies, continuing to the next step in this workflow.
Requirements: the target workflow must ask for companies at runtime — set Ask at runtime on its Manual run trigger — so the handed-off records can seed its first step.
Celebrate
Shows a one-time confetti celebration to the workflow’s creator when a run reaches this step, with an optional custom message. It’s a fun way to mark a milestone in a workflow — no settings beyond the message are required.
Wait
Pauses the workflow for a set amount of time, or until a date field on each contact or company is reached.
Use it to space out steps — for example, waiting a few days after adding a contact to a campaign before checking on a follow-up condition.
Settings
Output: the same contacts or companies, resumed after the wait.
Approval
Pauses the run until a teammate approves or rejects each contact or company that reaches this step. Approved records continue down the Approved branch, rejected ones down the Rejected branch — the step splits the canvas into two paths, like a condition.
Use it as a human-in-the-loop gate before consequential actions — enrolling in a campaign, exporting to the CRM, or deleting records.
Settings
Pending decisions are reviewed from the run: the Runs tab shows a Waiting for approval notice with a Review panel where approvers approve or reject records individually or all at once.
Output: each record continues down the Approved or Rejected branch once decided (or once the timeout action decides for it).
Delete
Permanently deletes the company from Enginy.
Use it to clean up companies that turned out to be irrelevant partway through a workflow — for example, after a condition step filters out a bad match.
Output: none — once deleted, the company doesn’t continue to any further steps.
Delete contact
Permanently deletes the contact from Enginy.
Use it to clean up contacts that turned out to be irrelevant partway through a workflow — for example, after a condition step filters out a bad match.
Output: none — once deleted, the contact doesn’t continue to any further steps.
Edit company property
Sets an Enginy custom company property to a chosen value.
Use it to tag or annotate companies based on where they are in the workflow, so you can filter or report on them later.
Settings
Output: the company, with the property updated.
Edit contact property
Sets an Enginy custom contact property to a chosen value.
Use it to tag or annotate contacts based on where they are in the workflow, so you can filter or report on them later.
Settings
Output: the contact, with the property updated.
For each selected company
Represents the companies you select in Enginy right before manually starting a run of this workflow.
Enginy adds this step automatically as the starting point for a manually-triggered run — you can’t add it
yourself from the step picker.
Selected leads
Represents the contacts you select in Enginy right before manually starting a run of this workflow.
Enginy adds this step automatically as the starting point for a manually-triggered run — you can’t add it
yourself from the step picker.