Customers with the Enterprise Edition can easily create triggers in Upsales CRM. Use triggers to automate your work flow. For example: create a trigger to automatically send an email to the Sales Manager every time a sales rep. creates a business opportunity. A trigger can also automatically send an invoice to your billing system when a deal is closed.
Triggers can create an activity, update the client card or send an email when an event is happening within Upsales CRM.