Ploomes

Generic Automations

This article explains how to automatically generate tasks for deals that remain inactive for a specified number of days in a particular pipeline stage.

How to Automatically Create Tasks for Stalled Deals?

Automate stages of your processes, reducing clicks and ensuring smooth workflows

Funnel Automations

This article explains how to configure an automation on the Customers entity to automatically create a new deal when a customer reaches a specified number of days since creation and…

How to Create an Automation to Create a Deal for Customers Created X Days Ago with No Existing Deal?

This article explains how to configure an automation in the Customers entity to automatically inactivate records that have no sales registered within a period of X months.

How to create an automation to inactivate customers with no sales in the last X months?

This article explains how to configure an automation in the Interaction Records entity to automatically send an email whenever a complaint is registered in the system.

How to Create an Automation to Send an Email When a Complaint Is Registered?

This article explains how to configure an automation in the Tasks entity to automatically create a new task reminding users to send the meeting minutes after a task of the…

How to Create an Automation to Generate a Meeting Minutes Follow-Up Task After a Meeting?

This article explains how to configure an automation in the Proposals entity to automatically update the deal stage and create a task whenever a proposal is created in a specific…

How to Create an Automation to Change the Deal Stage and Create a Task When a Proposal Is Generated in a Specific Pipeline?

Murilo Silva

João Pedro Ledo

Ítalo

Automations

Universidade Ploomes

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