Configuration
1. Create a New Automation
Go to Administration > Automations
Select the Customer entity
Click New Automation
2. Configure the Description, Trigger, and Filters
In the Automation Description field, enter a name that identifies the action.
Example: Send an email when a deal is wonUnder When should the automation be triggered?, select When the deal is won
Next, click the + icon to add filters and apply any restrictions if necessary. (Optional)
In this example, a filter will be applied to restrict the pipeline, since the email should only be sent when the Deal is won in the sales pipeline.Filter
Pipeline (Deal) - equals - Sales Pipeline
3. Define the First Action
Under When triggered, what should the automation do?, select:
Edit data
Under Select a field, click:
Quick Create
Create a new field called Deal URL with the single-line text type, which will be responsible for storing the Deal link.
Under Fill Type, change it to Formula and click Add.
In the screen that opens, copy and paste the formula that will be provided below.
Delete the [Deal.Id] field and insert it again using the Fields button so that the variable is added correctly and the formula works properly.
Click Save Formula.
Fórmula
(function(){
return "<a href='https://app10.ploomes.com/deal/" + [Negócio.Id] + "'>URL do Negócio</a>";
})();
4. Define the Second Action
After configuring the first action, click Add New Action.
Choose the new action Send Email:
Select the sender type
Select a user to be notified if the email delivery fails
Select an email field for the recipient or enter email addresses separated by semicolons
Fill in the email subject
Insert the Deal URL field, created previously in the first action, into the email body
Click Save to save the automation.
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