Lead — automation map

Business Process Map — Lead

11 Flow(s) involved · 3 Apex trigger(s). Shows automation that either triggers on Lead changes OR mutates Lead records from elsewhere.

Diagram

Triggers on this object

Apex triggers

Name	Events	Namespace
LeadTrigger	before insert, before update, before delete, after insert, after update, after delete	FinServ
LeadAfterTrigger	after update	box
Lead	after delete	sumoapp

Record-triggered Flows

Flow	Trigger	Filter	Creates Tasks	Updates Objects
Lead after update	Update	AND: OwnerId IsChanged ‘null’	—	Task
[Lead and Referral	Update to Account Owner on Create](../flows/Lead_and_Referral___Update_to_Account_Owner_on_Create.md)	Create	AND: Lead_and_Referral_Owner_placeholder__c IsNull ‘null’	—
Lead Before Save	CreateAndUpdate	—	—	—
[PPVT	Initial Lead Setup on Lead Creation](../flows/PPVT___Initial_Lead_Setup_on_Lead_Creation.md)	Create	(1 OR 2 )AND 3: Service_Line__c EqualTo ‘Partners Private’, Brand__c EqualTo ‘Partners Private’, Record_Type_Name__c IsNull ‘null’	SetSubject
[PPVT	Update Closed/Lost Reason](../flows/PPVT___Update_Closed_Lost_Reason.md)	Update	AND: Service_Line__c EqualTo ‘Partners Private’, Status EqualTo ‘Closed/Lost’	SetSubject
PWG: Convert Lead	Update	AND: Status EqualTo ‘Converted’	SetSubject	Account, Task, Opportunity, Contact
Set Record Type as Umbraco Lead	Create	AND: RecordTypeId IsNull ‘null’	—	—
WM_MF_Lead_AFI_Create_Contact_Lead_Complete_Pre_Screening_Task	Create	AND: Service_Line__c EqualTo ‘Wealth Management’, Status EqualTo ‘Open’	SetSubject	—
WM_RFT_Lead_Before_Creation	Create	—	—	—
WM_RTF_Business_Referral_Lead	Update	AND: Status EqualTo ‘Closed/Won’, FinServ__RelatedAccount__c IsNull ‘null’	—	Account
[Workato Update	Lead](../flows/Workato_Update___Lead.md)	CreateAndUpdate	—	—

Flows that mutate this object from elsewhere

None.