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Q: When an order is won, can I send an email to my finance department?

A: Yes, with a trigger. Triggers are part of the Workflow automation product.

  1. Click Settings → Account → Business rules → Triggers and click New trigger.
  2. Enter a name, then select Creation and Editing of Order.
  3. Add the criterion Stage Is and pick your won stage. If you have more than one won stage, add one Stage criterion per stage in the That matches at least one of the following criteria section.
  4. Under Actions, click Add and choose Send email.
  5. Fill in the email:
    • From: pick the sender.
    • To: type your finance department's email address and select it. Add more recipients the same way.
    • Subject: enter a subject, then write the email text below.
  6. Click Save action. The button is available once From, To, Subject and the email text are filled in.
  7. Save the trigger.

The subject and email text accept tags, so the email can include details about the order and the company. See Tags in trigger actions.

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