XILO Workflows is an in-house feature similar to Zapier, designed to automate and streamline various insurance agency tasks. In this article, we will delve into the key triggers and actions available in XILO Workflows.
XILO Workflow Triggers
Lifecycle Stage Changed
This trigger is activated when a client's status changes on the CRM. It allows adding client data into subsequent actions, including first and last names. Additionally, referral partner information can be incorporated, enabling actions like emailing partners when a status moves to Sold.
Form Submission
Triggered by new form submissions, this feature currently restricts the use of submission data in actions but allows the use of client data. A typical application could be sending follow-up emails to clients after form submission, updating them on their application status.
Form Abandoned
This occurs when a client starts but abandons a form after entering contact information. Accessible data includes client details but not submission specifics. This trigger can be used to resend forms to clients, helping to increase conversion rates by enabling them to complete their applications.
Quote Sent
Activates when a quote is sent to a client via the Client Portal. It allows agents to use their own emails and campaigns instead of default email systems for notifying clients about quotes. A use case is sending a multi-step follow-up email to check if the client has reviewed their quote.
Rating Completed [beta]
This trigger is in beta and activates when rates are returned from XILO's Rating partners. While XILO doesn't offer real-time Rating, this trigger will enable actions like email campaigns once all rates are retrieved. A typical use would be sending the Client Portal link with multiple real-time quotes for client review.
Note on Future Triggers
We're tracking over 100 events via XILO Events, any of which could potentially be a trigger. A list of current events is available at the end of this article.
XILO Workflow Actions
Send Slack
Enables sending a message to a specific Slack channel.
Time Delay
Allows delaying the next action for a specified period.
Send Twilio SMS
Facilitates sending an SMS using a personal XILO SMS number.
Delay Until Date
Similar to Time Delay, but allows delaying actions until a specific date, like 90 days before a policy expiration date.
Set Lifecycle Status
Changes the status of a Client on XILO's CRM.
Send Gmail
Enables sending emails via a Gmail/Gsuite account.
Send Outlook
Allows sending emails via an Outlook/Microsoft 365 account.
Comprehensive List of Current XILO Events
Here is a numbered list of all the events currently tracked by XILO:
Agent Assigned to Client
Agent Re-Assigned to Client
Lead Created in CRM
Lead Deleted from CRM
Lead Updated in CRM
Client Lifecycle: Lead Created
Client Lifecycle: Lead Updated
Dashboard Kanban: Filters Updated
Dashboard Table: Filters Updated
Form Group Created
Form Group Deleted
Form Group Updated
Form Builder: Form Created
Form Builder: Form Deleted
Form Builder: Form Updated
Form Builder: Form Viewed
Form Integration: Mapping Created
Form Integration: Mapping Deleted
Form Integration: Mapping Updated
Form PDF: Mapping Created
Form PDF: Mapping Deleted
Form PDF: Mapping Updated
Form Settings: Assignment Updated
Form Settings: Branding Updated
Form Settings: Form Metadata Updated
Form Settings: Notification Updated
Form Share: Group Created
Form Share: Group Deleted
Form Share: Group Updated
Form Share: Link Created
Form Share: Link Deleted
Form Share: Link Updated
Form Share: Script Created
Form Share: Script Deleted
Form Share: Script Updated
Form: Submission Completed
Form: Submission Deleted
Form: Form Abandoned
Form: Form Opened
Form: Submission Started
Form: Submission Updated
Form: Form Viewed
Form Wizard: Wizard Cancelled
Form Wizard: Wizard Completed
Form Wizard: Wizard Started
Form Wizard: Wizard Updated
HelloSign Request: Contract Completed
HelloSign Request: Contract Created
HelloSign Request: Contract Sent
HelloSign Request: Contract Signed
Rater Integration with EZLynx: Credentials Created
Rater Integration with EZLynx: Lead Created
Rater Integration with EZLynx: Lead Deleted
Rater Integration with EZLynx: Lead Updated
Settings API: Agency Settings Updated
Settings Branding: Agency Settings Updated
Settings Company: Agency Settings Updated
Settings Forms: Agency Settings Updated
Settings Clients: Agency Settings Updated
Settings System: Agency Settings Updated
Settings Team: Agency Settings Updated
Settings Tracking: Agency Settings Updated
Settings Workflows: Agency Settings Updated
Signup Flow: Account Flow Cancelled
Signup Flow: Account Flow Completed
Signup Flow: Account Flow Started
Signup Flow: Account Flow Updated
Stripe: Payment Received
Stripe: Payment Refunded
Stripe: Plan Created
User: Account Activated
User: Account Deactivated
User: Account Deleted
User: Account Updated
User: Account Viewed
User: Login Attempted
User: Logged In Successfully
User: Locked Out
User: Logged Out
User Registration: Account Created
User Registration: Account Invited
Workflow: Workflow Created
Workflow: Workflow Published
Workflow: Workflow Tested
Workflow Builder: Workflow Created
Workflow Builder: Workflow Deleted
Workflow Builder: Workflow Published
Workflow Builder: Workflow Tested
Workflow Builder: Workflow Updated
Workflow Builder: Workflow Viewed
Workflow Scheduler: Job Cancelled
Workflow Scheduler: Job Completed
Workflow Scheduler: Job Failed
Workflow Scheduler: Job Restarted
Workflow Scheduler: Job Started
Workflow Scheduler: Job Triggered
Workflow Scheduler: Step Cancelled
Workflow Scheduler: Step Completed
Workflow Scheduler: Step Failed
Workflow Scheduler: Step Restarted
Workflow Scheduler: Step Started
Workflow Wizard: Wizard Cancelled
Workflow Wizard: Wizard Completed
Workflow Wizard: Wizard Started
Workflow Wizard: Wizard Updated
Each of these events can potentially be integrated as triggers in XILO's workflows, offering a wide range of automation possibilities to streamline your insurance agency's operations.