How to Setup the automation rule

You can create the automation rule from the Automation Section - in the upper right via the “+ Create Automation”. You can find out more information here

Description

Sale Created automation enables you to use a new deal to initiate an action. This could be for example to send a message to slack to alert the team.

Supported Actions

Move Sale to funnel

The move Sale to funnel action will automatically move a sale/deal to another part of the funnel. All the possible stages will be selectable via a dropdown.

For example, the picture above shows that the action is to move the deal automatically to “Deal won or lost” as a result of the sale being created.

Change Status

This will change the Status to either “Open” or Closed.

This could be used to make sure that the sale is set to “Open” once a new deal is created

Assign Person

This will change the assigned person from one to another. The selectable users will be based on the team members that have been added, in the settings.

In the example above, we can choose to replace deals from the user “Maxime Nie” to the user “Vo Vu” every time an event is triggered. This would not be particularly useful in this scenario, but it could be used as a failsafe to make sure that the right pre-sales user is assigned.

Clear Assignees

This will remove the assigned person from the deal. The selectable users will be based on the team members that have been added, in the settings.

In the example above, whenever the event that triggers automation occurs, then the deal will remove the assignee if it is user “Maxime Nie”. Similarly to above, this would not be particularly useful in this scenario, but it could be used as a failsafe to make sure that the right pre-sales user is assigned.

Update Column to

With this action, you are able to change the value of a “column” of a deal. In other words, one of the fields that you might have used to filter, and organize your data may be updated to something else. The data of a column can be found in the deal section.

For example, in the picture above, we can have the the “Estimated probability” to be set to 25% by default once a deal is created.

Update Column from a value to something

With this action, you are able to change the value of a column from one state to another. This is similar to the previous.

Send to Slack channel

You can make it so that when the status change, a message is sent on Slack. See integration page for more information