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  3. Business Rules

Business Rules

Customize Upsales with Triggers, Automations, Dynamic links and Scripts.

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Articles in this section

  • Automations in Upsales

    Automations can update and create things based on a set of rules. For example; let's say you wan...

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  • Configuring Your Customer Journey

    Video 3:14 How to configure customer journeys Customer Journey statuses allow you to automate an...

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  • Dynamic links

    Link to external services, documents or specific entities inside of Upsales with Dynamic Links. C...

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  • Edit Script

    In our example, we make a check that the field organizational number contains only numbers. If th...

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  • Scripts

    With scripts, you can set up your own business rules that help your team to work in unison. To co...

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  • Scripts: Using Google Tag Manager

    If you have Google Tag Manager installed on your website you can easily install the Upsales scrip...

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  • Triggers in Upsales

    Triggers are a smart way to perform automated actions in Upsales. For example, a trigger could co...

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