You don’t always have time to manually reply, set reminders, and follow up with customers. That's fine: Workflow Automation does it for you.
Triggers and Automations are two features that help you automate your business workflow, saving time and reducing hassle. Both are part of Workflow Automation. Some plans include it. On other plans, activate Workflow Automation to get them.
Triggers
Triggers are automated actions in Upsales. For example, a trigger could involve sending a notification email to the team leader when a deal is won. Triggers can be set up to run on creation, editing, or removal of:
- 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
Triggers reduce admin time for sales reps. They can also form part of handovers to project management or finance. Triggers are also useful for:
- Updating company details
- Sending notification emails
- Sending webhooks
- Creating activities
- Updating appointments
Automations
Automations can automatically change data in your Upsales database. The automation can be based on rules, removing manual input. They are checked every three hours.
For example, imagine you want all companies within the automotive industry and with 100+ employees in the same sales campaign.
Set the automation to find companies where the industry and the number of employees fields match automotive and 100+, and add them to the campaign.
Every three hours it adds the companies that have started to match, so no one has to check by hand.