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Create an automation that only another automation can start

The trigger Another workflow starts it turns the automation into a reusable part. It never runs on its own, only through the Start another workflow step.

4 min
Before you start · for owners and managers
Permission to edit workflows
  • You need: Permission to edit workflows

Steps

1
Create a new automation and choose the trigger Another workflow starts it.
2
Build the shared steps, such as notifying the manager, updating the stage, and creating a task.
3
Turn it on. It must be on to accept calls.
4
In the other automations, add the Start another workflow step and choose it.

How it works

It runs on the calling automation’s record, so it works from any unit.

It receives the old and new value from the caller, and the fields of its message or email if the caller started with a message or an email. These fields show in conditions and variables.

Its own conditions always apply; if they aren’t met, the run is skipped.

Each of its runs has its own entry in Follow the run log, and retry or resume from the failed step, with the name of the automation that called it, and counts as a separate execution.

If it’s paused, the call is skipped and the calling automation carries on with its steps.

If something goes wrong

What you see
Why
What to do
The call is Skipped
The called automation is paused.
Turn it on.
The call failed because of the unit
The called automation is tied to another unit.
Use this trigger so it works from any unit.

A real example

Shield Security Co.
The situation

The “escalate to the manager” steps were repeated in 4 automations.

What they did
  1. An “Escalation” automation with the trigger Another workflow starts it: notify the manager, create an urgent task, and add a comment.
  2. The four automations call it with a single action.
The result

Escalation is now changed in one place instead of four.

A made-up company, to show the idea. The numbers are rounded.

Good to know

Up to 5 levels of nested calls, and 25 calls from a single event.
An automation can’t call itself, and the chain can’t loop back to an automation already in it.
There’s no estimate of the number of runs for this trigger.
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