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Support","i-lucide-circle-help","\u002Ffaq-and-support","7.faq-and-support",[205,209],{"title":206,"path":207,"stem":208},"FAQ","\u002Ffaq-and-support\u002Ffaq","7.faq-and-support\u002F1.faq",{"title":210,"path":211,"stem":212},"Get Help","\u002Ffaq-and-support\u002Fget-help","7.faq-and-support\u002F2.get-help",{"title":214,"path":215,"stem":216},"For AI","\u002Fllm-context","8.llm-context",{"id":218,"title":55,"body":219,"description":783,"extension":784,"links":785,"meta":786,"navigation":787,"path":56,"seo":788,"stem":57,"__hash__":789},"docs\u002F3.features\u002F06.automations.md",{"type":220,"value":221,"toc":765},"minimark",[222,226,231,234,313,317,320,382,386,458,462,465,547,551,556,584,588,612,616,633,637,640,691,694,698,701,729,733],[223,224,225],"p",{},"Multi step workflows that execute automatically based on triggers.",[227,228,230],"h2",{"id":229},"triggers","Triggers",[223,232,233],{},"An automation starts when a trigger 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sequence of steps:",[235,321,322,330],{},[238,323,324],{},[241,325,326,328],{},[244,327],{},[244,329],{},[249,331,332,342,352,362,372],{},[241,333,334,339],{},[254,335,336],{},[257,337,338],{},"Action",[254,340,341],{},"Do something (send email, change stage, assign user, create proposal, send webhook)",[241,343,344,349],{},[254,345,346],{},[257,347,348],{},"Wait",[254,350,351],{},"Pause for a duration (e.g., wait 2 days)",[241,353,354,359],{},[254,355,356],{},[257,357,358],{},"Wait until",[254,360,361],{},"Pause until a condition is met or a date is reached",[241,363,364,369],{},[254,365,366],{},[257,367,368],{},"Condition gate",[254,370,371],{},"Continue only if a condition is true",[241,373,374,379],{},[254,375,376],{},[257,377,378],{},"Branch",[254,380,381],{},"Split into different paths based on conditions",[227,383,385],{"id":384},"actions","Actions",[235,387,388,396],{},[238,389,390],{},[241,391,392,394],{},[244,393],{},[244,395],{},[249,397,398,408,418,428,438,448],{},[241,399,400,405],{},[254,401,402],{},[257,403,404],{},"Change stage",[254,406,407],{},"Move the item to a different stage",[241,409,410,415],{},[254,411,412],{},[257,413,414],{},"Change status",[254,416,417],{},"Set the item's status (e.g., mark as Won)",[241,419,420,425],{},[254,421,422],{},[257,423,424],{},"Assign user",[254,426,427],{},"Assign a team member to the item",[241,429,430,435],{},[254,431,432],{},[257,433,434],{},"Send email",[254,436,437],{},"Send an email using a template, with variable interpolation",[241,439,440,445],{},[254,441,442],{},[257,443,444],{},"Create proposal",[254,446,447],{},"Automatically generate a proposal from a template",[241,449,450,455],{},[254,451,452],{},[257,453,454],{},"Send webhook",[254,456,457],{},"POST item data to an external URL",[227,459,461],{"id":460},"email-template-variables","Email template variables",[223,463,464],{},"When an automation sends an email, the following variables are available in the template:",[235,466,467,475],{},[238,468,469],{},[241,470,471,473],{},[244,472],{},[244,474],{},[249,476,477,487,497,507,517,527,537],{},[241,478,479,484],{},[254,480,481],{},[257,482,483],{},"{contact_name}",[254,485,486],{},"Name of the contact linked to the item",[241,488,489,494],{},[254,490,491],{},[257,492,493],{},"{contact_email}",[254,495,496],{},"Email of the linked contact",[241,498,499,504],{},[254,500,501],{},[257,502,503],{},"{item_title}",[254,505,506],{},"Item title",[241,508,509,514],{},[254,510,511],{},[257,512,513],{},"{stage_name}",[254,515,516],{},"Current stage",[241,518,519,524],{},[254,520,521],{},[257,522,523],{},"{status_name}",[254,525,526],{},"Current status",[241,528,529,534],{},[254,530,531],{},[257,532,533],{},"{assigned_to}",[254,535,536],{},"Assigned user",[241,538,539,544],{},[254,540,541],{},[257,542,543],{},"{company_name}",[254,545,546],{},"Your company name",[227,548,550],{"id":549},"example-workflows","Example workflows",[552,553,555],"h3",{"id":554},"follow-up-email-after-3-days","Follow up email after 3 days",[557,558,559,566,572,578],"ol",{},[560,561,562,565],"li",{},[257,563,564],{},"Trigger:"," Item created",[560,567,568,571],{},[257,569,570],{},"Wait:"," 3 days",[560,573,574,577],{},[257,575,576],{},"Condition:"," Status is still \"Open\"",[560,579,580,583],{},[257,581,582],{},"Action:"," Send follow up email",[552,585,587],{"id":586},"automatically-assign-based-on-source","Automatically assign based on source",[557,589,590,594],{},[560,591,592,565],{},[257,593,564],{},[560,595,596,599,600],{},[257,597,598],{},"Branch:"," Check item source field\n",[601,602,603,606,609],"ul",{},[560,604,605],{},"If \"Website\" → Assign to Sales Team A",[560,607,608],{},"If \"Referral\" → Assign to Sales Team B",[560,610,611],{},"Default → Assign to Sales Manager",[552,613,615],{"id":614},"stale-deal-reminder","Stale deal reminder",[557,617,618,623,628],{},[560,619,620,622],{},[257,621,564],{}," Scheduled (daily)",[560,624,625,627],{},[257,626,576],{}," Item hasn't moved stages in 14 days",[560,629,630,632],{},[257,631,582],{}," Send notification to assignee",[227,634,636],{"id":635},"templates","Templates",[223,638,639],{},"Ready-made automation templates are available to help you get started quickly:",[235,641,642,650],{},[238,643,644],{},[241,645,646,648],{},[244,647],{},[244,649],{},[249,651,652,662,671,681],{},[241,653,654,659],{},[254,655,656],{},[257,657,658],{},"Email follow up",[254,660,661],{},"Sends a follow up email after a configurable delay if the item is still open",[241,663,664,668],{},[254,665,666],{},[257,667,615],{},[254,669,670],{},"Notifies the assignee when an item hasn't moved stages within a set period",[241,672,673,678],{},[254,674,675],{},[257,676,677],{},"Lead assignment",[254,679,680],{},"Automatically assigns new items to team members based on field values",[241,682,683,688],{},[254,684,685],{},[257,686,687],{},"Proposal follow up",[254,689,690],{},"Sends a reminder email after a proposal has been sent but not yet accepted",[223,692,693],{},"Select a template when creating a new automation and customize it for your workflow.",[227,695,697],{"id":696},"run-history","Run history",[223,699,700],{},"Each automation tracks its execution history. Open an automation's summary dialog to see:",[601,702,703,710,715,722],{},[560,704,705,706,709],{},"A visual ",[257,707,708],{},"workflow diagram"," showing the trigger, conditions, and each step with icons",[560,711,712,714],{},[257,713,697],{}," with status filter (All, Running, Waiting, Completed, Failed, Cancelled)",[560,716,717,718,721],{},"Expandable run details with a step-by-step ",[257,719,720],{},"timeline"," showing what happened at each step",[560,723,724,725,728],{},"Running or waiting instances can be ",[257,726,727],{},"cancelled"," at any time",[227,730,732],{"id":731},"managing-automations","Managing automations",[601,734,735,741,747,753,759],{},[560,736,737,738],{},"Go to ",[257,739,740],{},"Settings → Company Settings → Automations",[560,742,743,746],{},[257,744,745],{},"Create"," new automations",[560,748,749,752],{},[257,750,751],{},"Toggle"," automations on\u002Foff without deleting them",[560,754,755,758],{},[257,756,757],{},"Duplicate"," an automation to use as a starting point",[560,760,761,764],{},[257,762,763],{},"Reorder"," automations to control execution priority",{"title":766,"searchDepth":767,"depth":768,"links":769},"",1,2,[770,771,772,773,774,780,781,782],{"id":229,"depth":768,"text":230},{"id":315,"depth":768,"text":316},{"id":384,"depth":768,"text":385},{"id":460,"depth":768,"text":461},{"id":549,"depth":768,"text":550,"children":775},[776,778,779],{"id":554,"depth":777,"text":555},3,{"id":586,"depth":777,"text":587},{"id":614,"depth":777,"text":615},{"id":635,"depth":768,"text":636},{"id":696,"depth":768,"text":697},{"id":731,"depth":768,"text":732},"Configure event driven and scheduled workflow automations.","md",null,{},true,{"title":55,"description":783},"rtaFrxE59qrY4hx2BWLY9Jtmxb5XTBWHK3iqrRGWDYg",[791,793],{"title":51,"path":52,"stem":53,"description":792,"children":-1},"Configurable duplicate detection with field matching, fuzzy logic, and conflict resolution.",{"title":59,"path":60,"stem":61,"description":794,"children":-1},"Product catalog management with automatic stock tracking tied to proposals and invoices.",1775587841517]