Overview
The Dope 360 Direct Mail step allows you to automatically trigger a Dope 360 direct mail automation as part of a workflow. When this step occurs, the contact's name and address will be added to the automation's list and the associated direct mail will be sent. This step requires DOPE 360 to be enabled on the integrations page with a valid API token, or it will be skipped.
Example: Use this step to automatically send a postcard to a contact when a project reaches a specific stage, such as after a signed contract or a completed inspection.
To learn more about setting up the Dope 360 integration, see Integrations: Dope 360.
How to Access the Workflow Builder
Click the hamburger menu (☰) in the top-left corner of your ProLine account.
Click Workflows.
Click the Workflows tab.
From here you can either click the pencil icon on an existing workflow to open it, or click Create Workflow to create a new one. Both will open the Workflow Builder.
Adding a Dope 360 Direct Mail Step
In the Workflow Builder, hover over any of the downward arrows between steps and click Add Step when it appears. If you are setting up a new workflow, click the Add Your First Step button in the center of the builder.
An Add Step panel will open with a search bar and a list of step types organized by category: Communication, Tasks & Projects, Workflow Control, and Integrations. Select Dope 360 Direct Mail under the Integrations section.
This will open the Edit Step panel on the right side of the screen.
Configuring the Step
Step Status Use the toggle at the top to set the step as Active or Inactive. Inactive steps are skipped automatically when the workflow runs but remain in the workflow for future use.
When Does This Run? Controls when the step executes after the workflow reaches it. The available options are: Starts Immediately, Starts at Optimal Time, Starts at Specific Time, Starts X Hours Before, and Restrict To. For a full explanation of each option, see Workflows: Workflow Steps Overview.
Conditional Logic Check Only run this step if certain conditions are met to make this step run only when specific criteria are matched. If the conditions are not met, ProLine skips the step and moves to the next one automatically. For more details on how conditional logic works, see Workflows: Workflow Steps Overview.
Dope 360 Configuration
Select Contact (Required) Choose which contact's name and address will be added to the Dope 360 automation's list. The available options are:
Project's Main Contact
Project Contact 1
Project Contact 2
Saving
Once you have configured the step, click Save.
Need Help?
If you encounter difficulties or have further questions, contact our support team at [email protected] or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.