PAT BERRY — TRADE
SIGNUP WORKFLOW STARTER
Written build specification, not a live or importable automation.

TRIGGER: A confirmed signup for the stated purpose

1. Check consent and suppression. If pending, wait for confirmation.
2. Use a unique submission ID to reject duplicate processing.
3. Find the contact by normalized email; update only permitted fields.
4. Attach the requested resource interest and source timestamp.
5. Enroll in the matching welcome email sequence once; do not reset unsubscribe flags.
6. Create a personal welcome task with owner and due date.
7. Log success, alert the owner on partial failure, and retry only unfinished actions.

CONFIGURE
Source system:
CRM and matching field:
Welcome sequence ID (where applicable):
Consent/suppression fields:
Owner and notification destination:
Due-time rule and timezone:
Unique event key:
Retry limit and manual fallback:

TEST BEFORE ENABLING
Use your own address. Test one normal event, the same event twice, missing data, withdrawn consent, a failed downstream action, and a cancellation or status change. Confirm exactly one contact, the intended emails, and the intended tasks. Keep a human owner for failures.
Match delivery milestones to the agreed client scope.