Tool

Automations

A rule is a sentence: when this happens, do that. The rule works directly on the data you work with.

See it instead of reading it

Recorded in the running product, with real data, not an animation.

A rule that runs on its ownFrom template to active rule: what triggers it, what it does, and who may change it.
Building a rule from scratchName, event, conditions, actions, and the dry run, before anyone receives anything.
The log: what actually happenedSucceeded, skipped, error: three different outcomes, with the reason spelled out.

What sets a rule off

Events from eight modules

Leads, contacts, companies, opportunities and activities in CRM; quotes, orders, invoices, deals, payments and shipments in Sales; tickets in Helpdesk; employees and contracts in HR; properties, units, leases, rent payments and maintenance requests in Real estate; purchase orders and suppliers in Purchasing; vehicles, deadlines, maintenance, fines and assignments in Fleet.

Created, changed, deleted

A rule fires everywhere, also when the record arrives through the API, through an import, or from another automation.

Conditions on fields

Only when status turns to «won», only for priority «high», only for one category. With no condition the rule runs on every event, and you notice.

More than 70 ready templates

Reminder before a contract ends, acknowledgement of a new ticket, assignment by category, follow-up on quiet quotes. Activating a template creates the rule inside your company, and you can edit it afterwards.

What a rule can do

  1. Send an email, with the record's values in the text and in the recipient's language.
  2. Send a notification to a person or a group inside the software.
  3. Send a WhatsApp message, when the WhatsApp tool is active.
  4. Set a field: status, priority, assignment, note.
  5. Create a task, with a due date and an owner.
  6. Create an activity in the history, so what happened automatically stays visible later.

Built to be safe: what a rule may do

An automation works within fixed limits, so your figures stay right.

  • It creates tasks and activities, and sends emails, WhatsApp messages and notifications.
  • It writes status, priority, assignment and notes. Totals, stock and postings stay with the documents.
  • Emails go out from your company's address, triggered by your data: quote, ticket, contract, payment.
  • Chains end by themselves: two rules that trigger each other stop after a few steps.