You can create automated task actions to streamline your workflow. For example, you can automatically create a standard workflow task for Sell users whenever a new lead, contact, or deal is added.
You need Sell admin rights to create automated task actions.
To create an automated task action
- Click the Settings icon (), then select Business Rules > Automated actions.
- Click Build your first action.
- Select the trigger event for the new action.
- Click Continue to Event Actions.
- Define your automated action, that is, what happens when the trigger event occurs.
You can create a single or multiple tasks. In this example, when a deal is created an owner is assigned. To create another task for this action, click Create task.
When you create an automated action for a deal, you can also update a custom field. To update an existing custom field, click Update custom field and select the custom field from the drop down list and then enter the custom field value.
- When you’re done, click Activate Automated Action.
Your automated task actions are listed on the Automated Actions page, where you can edit or delete them.
Automate your task actions with task player (2:14)
Is there a way to update non-custom fields and/or automated actions that use updating a field as a trigger? Thank you!
If you're looking to update custom fields within Sell automatically this can be done via Sell's API, you may refer to this documentation for Sell's API Custom Fields: https://developers.getbase.com/docs/rest/articles/requests#custom_fields. Also, please note that at this time, our API only supports updating any value to an existing custom field.
I hope this helps!
Can we create an automated action based on a record update not just creation? We have integrations that are updating records with data, and then we have to manually filter and apply actions to on a regular basis. For example:
1. Contact is updated by marketing software
2. Update creates task to call contact
Hi @..., I'm specifically looking for automated actions for default / non-custom / native fields. Here are sample scenarios:
Other than record creation, the only other trigger that we have available is a deal's stage being updated. If you want other triggers then you'll need to build them via the API. As for the other questions, we're afraid that there's no way to automate currency updates. You may try via API but we do not support this natively.
Hope this helps!
Can you please let the product team know we would love to see automated actions have a scheduled/repeat functionality. For example, we can create quarterly check-ins now (when a deal is created), but we need this to be repeatable every 90-days. Thanks!
I'd recommend cross posting your feedback in our Sell Product Feedback topic since our Sell product managers actively monitor that topic for user suggestions.
If you're unsure what to include in your feedback post, you can use the following template.
Thanks for taking the time to share this with us!
We are on the Professional plan but don't have access to Automated Actions, as it says we need to upgrade to access. How can we resolve this?
I have created a ticket on your behalf so I can further check your account. Kindly check your email for updates.
hi support team,
Can I use this feature to send an email automatically to the customer? for example, if the condition stage is rejected, then Sell will send a reject notification email to the Customer.
Is there a way to customize these actions for individual sales reps rather than the whole team? Our sales team has 5 people and each of us have different styles and different types of customers. I want to set up these automatic actions but only have them apply to my actions, not the action of someone else on the team.
I know that I can control who the action is assigned to. But there doesn't seem to be any control over who controls the action. In other words, when I set up an action for a when a new lead is created, can this be limited to just leads that I create? Otherwise, I am not sure that this feature is very useful. Thanks!
Unfortunately, it's does not have the capability to send email automatically. It will just be for a task, which can also notify the agent to send the email.
As it turns out, the functionality to control the automated tasks for individual agents is not available.
If Automated Actions cannot be tailored to individual preferences, then this functionality is not very valuable. If you want to create a truly great program, then each agent or team should be able to customize it. Having one setting on a company-wide level does not reflect the needs of real life sales teams. These sort of actions can be tailored in Support, why not Sell?
I definitely understand your point on the importance of this functionality. Would you mind posting your use case to our Feedback on Sell topic? We have a template you can copy and use in your post. This is to help get more visibility and votes on the idea. Then, others can share their use cases to further drive demand for that feature. Thanks!
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