Every automation that runs out of the box

Most of the automation a partner program needs is already in Introw, and most of it starts working the moment your CRM is connected. This inventory lists it area by area: what each automation does, whether it is on by default or something you switch on, and where it is configured. Read it before you build anything on the Workflows canvas, because the list of rules you actually have to build yourself is shorter than it looks.

What you’ll achieve

A complete, checkable picture of Introw’s out-of-the-box automation, so you can switch on the pieces your program needs, stop enforcing them by hand, and reduce your workflow backlog to the rules that are genuinely specific to how you run partnerships.

Before you start

Connect your CRM

Most of this list is a consequence of the CRM connection. See CRM integrations.

Know the three states

Always on needs no switch, only configuration. Switch on is off until you enable it, because it changes what partners receive or what happens to your data. Build it means there is no built-in automation and a workflow is the answer.

Partners and their people

Everything here follows from partner detection, and it is the layer worth getting right first: it decides who your partners are and what data the rest of the program automates against.

Automation	What it does	State	Where
Partner detection	A CRM object plus filters decide which records are partners; only matching records become partners in Introw	Always on	Detect partners from your CRM
Automatic partner sync	New CRM records matching your filters become partners on their own, with no import to re-run	Switch on	CRM settings
Contact import	The contacts on a detected partner’s company arrive under the partner’s People, ready for portal access	Always on	Provisioning
Owner suggestion	The partner’s CRM account owner is suggested as a team member to accept and set as their manager	Always on	Wire partner ownership
Attributed records	Deals, tickets, and custom objects linked to a partner appear on their record and in their portal	Always on	Configure deal attribution
Two-way property sync	Mapped partner properties travel between Introw and the CRM in the direction you set	Always on	CRM integrations
Tier sync	A tier assigned in Introw is written to a CRM property, and a tier already set in the CRM flows in	Switch on	Build a tier program
Partner-edited fields	Fields you make editable are written straight back to the CRM when a partner changes them	Switch on	Set up a shared pipeline

Audiences

Automation	What it does	State	Where
Dynamic segments	Conditions over live partner, contact, and CRM data are re-evaluated on a schedule, so membership follows the data	Always on	Create a dynamic segment
Segment-driven notifications	Recipients for every notification event are decided by the organisation default and per-segment overrides	Always on	Control who gets notified
Segment-driven access	Portal tabs, content, and assets appear only for the segments you scope them to	Switch on	Restrict a tab to segments
Segment-driven pricing	Tier and segment discounts apply themselves to the right partners’ quotes	Switch on	Set tier-based discounts

Segments are the single highest-leverage automation in Introw, because so much keys off them. A dynamic segment is also the way to trigger on things no event names directly: “quiet for 30 days”, “crossed a revenue threshold”, “certified but not transacting”. Define the segment, then point a workflow’s Segment membership trigger at it.

Portal access

Automation	What it does	State	Where
Access from a CRM property	A CRM contact property decides which contacts get portal access, so access follows the CRM	Switch on	Map contact portal access
Domain-based access	Anyone on the partner’s verified domain can reach the portal without an individual invite	Switch on	Set up portal access
Portal SSO provisioning	A partner signing in through SSO is provisioned into the right portal on first login	Switch on	Set up portal SSO
Team SCIM provisioning	Your own team members are created, updated, and deactivated from your identity provider	Switch on	Provision your team with SCIM

Records and submissions

Automation	What it does	State	Where
Form to CRM	A submission creates or updates the CRM objects behind it, from the field mapping you set	Switch on	Connect a form to your CRM
Record matching	Submissions are matched against existing CRM records and update them instead of creating duplicates	Switch on	CRM automations
Partner attribution	Everything a submission creates is attributed to the partner who sent it	Always on	CRM automations
Fill if empty	Enrichment fields only write where the CRM has no value, so partner input never overwrites your data	Switch on	CRM automations
Approval routing	A submission is routed to reviewers, and accepted, declined, or returned before anything lands	Switch on	Run a submission approval workflow
Conflict detection	A registration overlapping a deal already in your CRM is flagged with an assessment and a recommendation	Switch on	Catch and resolve channel conflict
Watched-property updates	You choose which properties count as a change, so partners are told when something meaningful moves, not on every sync	Switch on	Pipeline section, Notifications

Journeys and tasks

Automation	What it does	State	Where
Journey on experience	A journey attached to an experience is applied as partners get that experience, so onboarding starts on its own	Switch on	Auto-apply a journey from the experience
Task due dates	A journey’s tasks get their due dates from days-after-assigned, so every partner’s dates are right for when they started	Always on	Build a journey from scratch
Task reminders	Partners are reminded about assigned tasks that are coming due	Switch on	Notifications
Progressive unlocking	Completing onboarding moves a partner into the segment that unlocks the next set of content and tabs	Switch on	Build a progressive onboarding path

Learning

Automation	What it does	State	Where
Auto-enrollment	Every partner in the segments you attach is enrolled in the course, including partners who join the segment later	Switch on	Configure enrollment rules
Auto-issued certificates	A certificate attached to a course is awarded on completion, gated on the passing score where the course sets one	Switch on	Create a certificate
Progress sync	Course progress and certificates are written back to the CRM	Always on	Progress tracking
Incomplete-learner nudges	Learners who started but did not finish are reminded	Switch on	Nudge incomplete learners
Certificate expiry	A certificate with a validity period expires on its own, so recertification is visible rather than assumed	Always on	Certificates

Incentives and money

Automation	What it does	State	Where
Earned commission lines	Plans generate lines from CRM and billing data as deals close and invoices are paid, against your eligibility rules and rates	Switch on	Build and launch a commission plan
Recalculation on change	A change to the CRM or billing record behind a line re-evaluates that line rather than leaving a stale amount	Always on	Review and adjust commission lines
Automatic payout runs	Payout batches advance on the schedule you set instead of someone starting each one	Switch on	Configure commission payout settings
Payout status sync	Payment and transfer events from your billing provider move the payout’s status on their own	Always on	Connect Stripe
Affiliate attribution	Link clicks and conversions are attributed to the right partner and campaign, with fraud checks	Switch on	Set up affiliate conversion tracking
MDF lifecycle	Requests, approvals, claims, and remaining budget move through the fund without a spreadsheet	Switch on	Funds and allocation

Messaging

Automation	What it does	State	Where
Lifecycle notifications	Deal, task, submission, learning, and commission events reach the audiences you scoped	Switch on	Every notification Introw sends
Sleeping-deal nudges	A deal sitting in a stage past your inactivity window prompts the responsible partner	Switch on	Nudge stalled deals
Off-portal delivery	Notifications reach partners by email and in each partner’s mapped Slack or Teams channel	Switch on	Channels
Reply-by-email	A partner replying to a notification has their reply tracked back onto the record for every collaborator	Switch on	Configure partner notifications by email
Referrer updates	The partner who referred a deal is kept up to date as it moves, with no manual status email	Switch on	Keep referrers updated

AI

Automation	What it does	State	Where
Partner support agent	Partner questions are answered from your own content, wherever the partner asks	Switch on	Launch the partner support agent
Deal coaching	A deal notification carries a specific next step, not just the fact that something changed	Switch on	Set up an AI deal coach
Announcement suggestions	Your partner-relevant LinkedIn posts arrive weekly as announcement drafts, rewritten for partners	Switch on	Publish AI-suggested announcements
Knowledge crawling	Your public content is crawled and kept in the agent’s knowledge base so answers stay current	Switch on	Fill the knowledge base

What is left to build

After all of the above, the rules that still need a workflow are the ones tied to your own program design rather than to the mechanics of running a partner program:

Promotion on achievement. Tier a partner up, add them to a segment, and log it in the CRM when they certify or finish onboarding. See Reward a finished journey.
Deadline chases with escalation. Remind the partner before a task is due, again after it slips, and hand it to the partner manager. See Chase a task to its due date.
Fixed rewards. A flat bonus for an action, rather than a percentage of a deal. See Reward a finished journey.
Reacting to your own CRM fields. A partner’s segment, region, or program field changing in the CRM moving them onto a different experience. See React to a CRM change on a partner.
Multi-step re-engagement. A sequence that nudges, waits, checks whether it worked, and only then involves a human. See Re-engage quiet partners.

Verify it worked

Walk the list against your own program and you should be able to point at each row and say “on, off on purpose, or not for us”. The test that the built-in layer is doing its job: new partners appear without anyone importing them, your partner list and the CRM agree, segment membership is current, submissions arrive as CRM records rather than as messages someone retypes, and the reminders your partners get are ones nobody sent.

Build your first workflow

Build the rules the built-in layer does not cover.

Every notification Introw sends

The full catalog of automatic messages, with triggers and recipients.

Detect partners from your CRM

Set up the detection and sync layer everything else follows from.

Create a dynamic segment

Build the audiences the rest of the program keys off.

Get started

Partners

Visibility & collaboration

Partner Connect

Referrals

Deal Registration

Engagement

Automation

Partner Portal & Branding

Content & Enablement

Courses & Training

Forms

Commissions & SPIFFs

Market Development Funds

Affiliate

CPQ & Products

Reporting & Dashboards

AI Agents

Integrations

Localization

Access & Security

Developer Platform

Every automation that runs out of the box

What you’ll achieve

Before you start

Partners and their people

Audiences

Portal access

Records and submissions

Journeys and tasks

Learning

Incentives and money

Messaging

AI

What is left to build

Verify it worked

Build your first workflow

Every notification Introw sends

Detect partners from your CRM

Create a dynamic segment

​What you’ll achieve

​Before you start

​Partners and their people

​Audiences

​Portal access

​Records and submissions

​Journeys and tasks

​Learning

​Incentives and money

​Messaging

​AI

​What is left to build

​Verify it worked

​Related

Build your first workflow

Every notification Introw sends

Detect partners from your CRM

Create a dynamic segment

What you’ll achieve

Before you start

Partners and their people

Audiences

Portal access

Records and submissions

Journeys and tasks

Learning

Incentives and money

Messaging

AI

What is left to build

Verify it worked

Related