You can use triggers to perform automated actions in Upsales. For example, triggering a notification email to the team leader about a won deal.

This article covers:

• When triggers can be set up
• How to create a trigger
• Adding trigger criteria
• Trigger actions
• Tags in trigger actions
• Available tags

Triggers is part of the Product Workflow Automation

When triggers can be set up

Use triggers for creating, editing or removing:

• Company
• Contact
• Order
• Activity
• To-do and Phone call (accounts that use to-dos)
• Appointment
• Campaign
• Subscription (when subscriptions are activated)
• Project
• Product
• Ticket
• Your Custom Objects, under their own names

How to create a trigger

1. Click Settings → Account → Business rules → Triggers:
   
   
    
2. Click New trigger and enter a name and description:
   
   
    
3. Select whether the trigger should run on creation and/or editing, or removal and click the of dropdown to choose what the trigger relates to. You can't change this after the trigger is saved:
   
   
    
4. Select criteria for all or at least one that will run the trigger.  To exclude match criteria, use the is/is not field:
   
   
    
5. Add an action for what happens when the trigger criteria is met:
   
   

Adding trigger criteria

You can add many variants of match criteria.

For example, imagine you want to automatically notify your sales team when a new appointment is booked.

1. Enter a trigger name and description
2. Select your trigger to be run on the creation of an appointment
3. Add match criteria of "Appointment type" and select the type of appointment you want to send the notification on:
   
   
    
4. Add the action Send email and compose the email

Trigger actions

The actions are performed when the trigger's criteria are met. Which actions you can add depends on the object the trigger runs on (see Actions per object). Common actions are:

Create appointments and activities

Whenever the criteria for your trigger are met you have the option of creating an appointment. A useful feature to mention is the offset function. This lets you set the date of the appointment in the future by the number of days you select.

Update company

Whenever the criteria for your trigger are met you have the option of updating companies. This means adding or removing data like campaigns, categories, account managers, or the custom fields you've created for your Upsales account.

Send webhook

If you've got an external service you'd like to notify by a webhook, this is perfect. 

Send email

This feature is meant to notify your users of important events. By default, all notification emails will be sent from no-reply@upsales.com. However, you can change the sender email address.

You can have multiple actions that are triggered at once. Each action can be added once, except Send email and Send webhook, which you can add several times.

Actions per object

Triggers that run on Creation or Editing can use these actions:

In accounts that use to-dos, every object that offers Create activity also offers Plan phone call and Create to-do.

Triggers that run on Removal can use Send email and Send webhook (only Send webhook for Product and Ticket). Appointment also offers Update company, and Subscription offers the same actions as on creation.

Tags in trigger actions

Tags are a way of fetching dynamic data and placing them in your automatic trigger action. For example, by writing "Hello {{Client.Name}}!" in your action, it will render "Hello Company Inc!"

You can place tags on all trigger actions. 

Available tags

The tag list in an action shows every tag you can use for the trigger's object. It includes tags for related objects, such as the company. Your own custom fields are in the list too, under their own names. These are the company and general tags:

Company

* Shown when that field is active in your account.

General