Setting up message triggers in the funnel

How can I notify companies about moving them to the next/another funnel step?

Companies do not receive any notifications or other information about how or when their application moves through your funnel steps. However, if you would like to inform the company when they reach a certain checkpoint in your process, you can set up triggers for in-app discussion messages.

Discussion message triggers can be optional or required and will pop up when an application is moved to a step with a trigger:

To set up the discussion message trigger, follow these steps:

• Go to Funnel setup
• Find the step you want to add the trigger to
• Click on the three dots on that step
• In the opened dropdown click on Triggers
• Select if your trigger is Required or Optional
• Click "OK"
• Click "Save"

If either “Optional” or “Required” is selected, the discussion message window will pop up when moving the application. If Triggers are set to “Off”, the pop-up will not appear. You can still manually send the same templated discussion message.
When “Required” is selected, the application cannot be moved to that step without sending a discussion message. The message can be selected from a template or written from scratch.

If you'd like the correct template to be pre-selected automatically, name the template after the funnel step using the format “Move to [step name]”. For example, naming the template “Move to Due Diligence” will automatically select it when a discussion message is triggered while moving applications to the Due Diligence step.
Using this naming format allows you to send discussion messages when moving applications through your funnel with one click only.

Can I indicate the purpose of archiving an application/moving an application to a specific funnel step?

You can add a reason as an internal comment when moving applications to chosen funnel steps by using the application move commenting feature.

To turn on application move comments:

• go to deal room settings
• open the Preferences tab
• click on "Funnel" in the Setup section
• open the actions menu (from three dots below the step name) of the step where you want to turn on application move emails
• choose "Triggers"
• choose "Required" or "Optional" for "Add a reason when moving application to [step name]" (meaning you correspondingly can or cannot move applications to that step without adding a reason)
• click "OK"
• click "Save" at the bottom of the screen

When application move commenting has been set up, a dialogue for adding a comment will be displayed when you move applications to the step you have turned on application move reasons for. If you have made adding a reason optional, you are able to move applications to the step also without adding a comment. If you have made adding a reason required, you are not able to move applications to the step without adding a comment.

Your comment will be saved to the Internal discussion related to the application.

Updated on: 22/09/2026