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?

This article explains how to configure an automation in the Deals entity to automatically send an email to the finance team when a deal is marked as won in a…

How to Create an Automation to Send an Email to the Finance Team When a Deal Is Won?

This article explains how to configure an automation in Ploomes to automatically send an email when a deal is marked as Won, including a direct link to the card.

How to Create an Automation to Send an Email When a Deal Is Won

This article explains how to configure an automation in the Deals entity to automatically mark deals as lost when they reach X days without contact.

How to Create an Automation to Mark a Deal as Lost After X Days Without Contact?

This article explains how to configure an automation in the Customers entity to automatically inactivate customer records when they reach X days without contact.

How to Create an Automation to Inactivate a Customer After X Days Without Contact?

This article explains how to automatically notify a user whenever a customer is created using automations.

How to Notify a User Whenever a Customer Is Created?

This article explains how to configure an automation in the Proposals entity to automatically register an interaction when the customer accepts a proposal through the sharing link.

How to Create an Automation to Register an Interaction When a Proposal Is Accepted by the Customer?

This article explains how to create automatic email alerts for the main events in your Deals using generic automations.

How to Create Email Alerts with Generic Automations for the Main Events in Your Deals?

This article explains how to automatically record the date when a deal enters a pipeline stage using automations.

How to Record the Date a Deal Enters a Stage

This article explains how to create automatic alerts for proposals that have not been updated using pipeline automations.

How to Create an Alert for Proposals Without Updates for X Days?

This article explains how to use a contact's area code (DDD) to create filters in generic customer automations, allowing you to segment actions by region and personalize communications more strategically.

How to Filter by a Contact's Area Code (DDD) in a Generic Customer Automation?

This article explains how to send emails automatically using pipeline automations.

How to Send Emails Automatically Using Pipeline Automations?

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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