Notifying the team whenever a new customer is created is essential to ensure prompt service. With Ploomes automations, you can send automatic alerts and keep everyone involved informed in real time.
Configuration
1. Access Customer Automations
Go to Administration > Automations.
Select the Customer entity.
Click New Automation.
2. Define the Automation
In the Description field, enter the purpose of the automation.
Example: Notify the owner after customer creation.Under Trigger, select When the item is created.
3. (Optional) Configure the Filter
If you want to restrict which customers will trigger the automation, add a filter.
Example:
Customer Type = Company
If no filter is configured, the automation will be executed for all newly created customers.
4. Create a Field to Store the Customer Link
Before configuring the email delivery, it is necessary to create a field that will store the URL used to access the customer record.
Under When triggered, what should the automation do?, add an Edit data action.
Click Quick Create and create a field:
Name: Customer URL
Type: Single-line text
5. Populate the Field with the URL Using a Formula
In the created field, change the fill type to Formula.
Insert the formula below that is responsible for generating the customer link (as provided).
Make sure that the Customer.Id variable is inserted. If it is not, simply delete the [Customer.Id] text from the formula and insert the field again using the Fields button.
Save the formula.
Formula
(function () {
return "<a href='https://app10.ploomes.com/contact/" + "[Cliente.Id]" + "'>Deal URL</a>";
})();
This step will allow you to use the link directly in the email body as a shortcut to access the customer record.
6. Configure the Email Delivery
Add a new action:
Select Send Email.
Fill in the fields:
Sender Type:
Example: Automatic emailUser to be notified in case of failure:
Select a user (e.g., your own user)Recipient (email field):
Select the Customer Owner's Email field.
7. Define the Email Subject and Body
Set the subject:
Example: New customer creation alertFill in the email body (example):
Hello, [Customer Owner],
The customer [Customer.Name] has been created!
Access it here: [Customer.Customer URL]
Then, save the automation.
Did this article help you? Leave your feedback below so we can continue improving our knowledge base. 😊
Still have questions? Feel free to contact our Support team through the platform chat or by email at suporte@ploomes.com.