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This section of the documentation will go over a couple of use cases for each type of automation event
You can find more specifics on each types of automation events in the page tree below.
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Status Change
Example 1: When Status Changes from Open to Closed, Remove Assignees
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For more information on the Slack integration, you can read more here
Example 3: When a sale is created then set the Creation Date of the deal to “Today” and set the status of the deal to “Open”
Reasoning: When a deal is created, you’ll want to mention that the creation date is actual for reporting purposes and you might want to set the status open by default so that it becomes evident that the deal is ready to be worked on.
How:
Event: “When a sale is created”
Trigger: No triggers
Actions: Then set Column value in “Creation Deal Date” to “Today” AND Then set Status to “Open”.
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This automation is suggested during the setup stage and so is created by default if nothing is changed during the setup stage.
Column Change
Example 1: When the Estimated probability is set to 0% then move the deal to “Deal won or lost”, Close the deal and set is as “lost”.
Reasoning: This automation rule could be used as a way to speed things up when a deal is considered lost.
How:
Event: “When columns changes”
Trigger: in “Estimated probability” to 0%
Actions: Then set Funnel to “Deal won or lost”, AND then set Status to “Closed” AND then set Column value in “Stage” to “Lost”
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In the example above, we can see that this multiple-step automation rule will be able to accomplish 3 actions simply from the trigger being the estimated probability. This can be quite time saving and help remove errors.
Sale moved to Funnel
Example 1: When the sale is moved to “Meeting and Demo” then set the assignee to be “user X” and put the Estimated probability of winning the deal to 50%
Reasoning: This automation rule could be used to automatically set the win probability to a certain percentage when a deal is moves to a certain phase. In addition, it could automatically transfer the assignee to the person that will demo the product/service to the client.
How:
Event: “When a sale is moved to funnel”
Trigger: to “Meeting & Demo” → can be any part of your pipeline that you have customized
Actions: Set column to a value in “Assigned To” to “User X” AND set column to a value in “Estimated probability to “50”
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In the example above, we would be able to set multiple actions as a result of a deal moving to another part of the sales pipeline. This could be added onto in order to further save time.
Automation Integrations
You can read more about the automation use cases and setup here.
In short:
Use Slack to notify users
Connect to JSM to automatically import new JSM customers/contacts
Connect to JSM to automatically create new deals when a new JSM ticket is opened.
You can find more specifics on each types of automation events in the page tree below.
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