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.
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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)
7 Comments
Is there a way to update non-custom fields and/or automated actions that use updating a field as a trigger? Thank you!
Hi Ie,
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:
Thank you!
Hi,
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!
Dion
Hey guys,
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!
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