Triggers is very powerful and can be used in a variaty of ways for automation.
The triggers are devided in the following areas to activate an automatic workflow.
When an activity i saved or updated
When an account is saved or updated
When an opportunity is saved or updated
When an order is saved or updated
Or a night batch
Next step is to set up your own conditions and results by some predefined selections. To make things clear we've gathered 3 examples of automated workflows that our customers use. Cope paste or play around as you like 😄
3 examples of automated workflows made with Triggers in Cirrus
1. I want to add an automated follow up activity to the account owner when a new account with the type Prospect is created for them.
2. I want to set an automatic follow up activity for everyone 3 days after a meeting is marked as done.
3. I want an email to be sent to all users when someone has closed an opportunity as won.
Need special guideance? Hit us up with a message in Cirrus! We're happy to help you save some more time 😍
Important!
Make sure to mark you trigger as active when you're done with setting up your conditions and results. The trigger is automatically inactive during editing.