Let's say you want to manually start a workflow whenever you wish. To do this you can simply add a couple of checkbox fields to your folder and use them to manage your workflow.

Adding a Checkbox trigger

Go to the folder settings:

Click "Add field":

Choose "Checkbox":

Give it the name "Start Workflow":

Click "Add" and go to Workflows and create a new one with a "Field Value changes":

Choose the right folder and the field you just added:

Now, whenever you go to record and click "Start workflow" it will get triggered. Let's jump to the real example of how you can apply this to send a drip campaign.

If you keep the option "Run once per record" on (ticked), it means this checkbox will trigger and run the automation only once. If you want it to trigger this automation every time you tick it (after you untick it) - do not activate it.

To stop the workflow with a checkbox you can add another branch where you select "Wait for update helper" and the finish a workflow for a contact:


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