Automations Overview

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Automation streamlines your workflow by working in the background and eliminate the mundane and manual tasks so you can focus on your sales. Up to 20 automations are available with a Grow subscription and can be configured by an admin in account settings. In its most basic terms, automations answer the if/then statement: "When this happens, do this." 

Triggers

Triggers are your conditions. Think of it as the "When this happens.." part of the statement.

Company automations can be triggered when a company record is created, updated or deleted. Additional condition parameters can be applied and include a combination of system fields like name, owner, or website, as well as any of the company custom fields in your account.

Deal automations can be triggered when a deal record is created, updated or deleted. Additional condition parameters can be applied and include a combination of system fields like name, owner, or amount, as well as any of the deal custom fields in your account.

People automations can be triggered when a person record is created, updated or deleted. Additional condition parameters can be applied and include a combination of system fields like name, owner, or title, as well as any of the person custom fields in your account.

Export automations can be triggered when an export is run to make sure your data is secure.

Calendar automations can be triggered when a calendar item is postponed, deleted, completed or created. Additional condition parameters can be applied as follows: 

Account ID = PipelineDeals Account ID (used for API calls)
All Day = for all day calendar items (events only)
Association = Company, Deal or Person ID that the calendar item is associated with (used for API calls)
Association Type = whether the calendar item is associated to a Company, Deal or Person
Category = task/event type (phone call, email, meeting, etc.)
Category ID = used for API calls
Company = name of Company the calendar item is associated to 
Company ID = used for API calls
Complete = whether or not the calendar item is complete
Completed at = date calendar item completed
Created at = date calendar item created
Description = calendar item description
Due date = calendar item due date
Edited at = date calendar item edited
End time = calendar item end time (for events only)
ID = custom calendar item ID (used for API calls)
Name = calendar item name
Owner ID = ID of calendar item owner (used for API calls)
Owner Name = name of calendar item owner
Start time = calendar item start time (for events only)
Type = calendar item type (task vs. event)
Updated at = date calendar item updated

Actions

Actions are the results of your conditions. It is the ".. do this." part of the statement. 

Depending on the trigger, the actions available are:

  • Create a task assigned to the triggered record owner of any other user
  • Create a deal Get your active leads into your pipeline
  • Send a notification An email can be sent to specific users or email addresses
  • Apply a Todo Template A series of events strung together that can be applied at once to a person or deal
  • Call an API API | W2L documentation for developers
  • Update Customer Health The status of your customer relationships
  • Assign owner to a company record when it's created or updated
  • Create an Activity Adds an activity note to specific records

FAQs 

Can I create an automation to trigger an email to a contact?
Not at this time. The 'Send a notification' action can trigger an email to a specific email address. It is designed for internal communication.

Why aren't there custom field trigger conditions for calendar items?
Calendar items do not have custom fields that are directly associated with agenda items.

How do I create an automation that assigns deal ownership when a deal stage changes?
Setup a trigger that creates a task for a user with the permission to assign deal record ownership (such as a Team Leader or Executive). 

 

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