In WebCRM's automation module, you will find a number of automation templates that you can just activate, so you won't have to build them from scratch yourself.

Below you can see what the different automations do and the different trigger types (Entity event, Manual trigger, Entity time, and Schedule).

Trigger type: Entity event

This automation sends an email, if the responsible user of an activity is changed.

The email is sent to the new responsible user to notify them about their new task.
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The email looks like this and includes the name of the company the activity is linked to, the contact with contact information, the subject, action, and deadline of the activity, and then a link to the activity itself to be opened in WebCRM:
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Trigger type: Entity event

Once you lose an opportunity and move it to the Lost stage, this automation will automatically create a task for the user to follow up.

The task is set to 30 days after the opportunity is lost, with the action Follow up (this can of course be changed, if you like to).

Information from the opportunity will be added to the activity log, where you will be able to see (if registered) the reason for losing, the competitor, and a link to the opportunity itself.

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Trigger type: Entity time
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This automation will email the Sales responsible on the opportunity, if the due date is reached and the opportunity has not been marked either Won or Lost.

The email looks like this and includes the name of the customer the opportunity is linked to, the contact with contact information, the opportunity number, and then a link to the opportunity itself to be opened in WebCRM:

Remember to fill in the sender email in the last step before activating!

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Trigger type: Schedule

When activating this automation, you, you can send one (or more) reports once a month to the admins and managers in your WebCRM.

You can read more about how to build this yourself as well in this article.

The automation is set up to send once a month on the first day of the month at 10 am. This you can edit yourself in the first step Schedule trigger.

In order to activate this, you have to have your report built already and then chose to send it in the Export report step
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Also, remember to fill in the sender email in the last step before activating!
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Trigger type: Schedule

You can use this automation to help you keep your data clean and up to date, or as a reminder to contact your inactive customers.

Once a month (on the 1st) this automation is triggered, and it will then find organisations that have had no updates and no related activity (so no sales opportunities, no activities, support tickets etc.) for 1 year and then create activities for the users responsible for these organisations. They can then decide whether to delete the organisation from WebCRM or follow up.

If you want to change the frequency so that the automation runs more or less often, this can be done in the first step, Schedule trigger.

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Trigger type: Schedule

You can use this automation to help you keep your data clean and up to date, or as a reminder to contact your inactive customers.

Once a month (on the 1st) this automation is triggered, and it will then find contact persons that have had no updates and no related activity (so no sales opportunities, no activities, support tickets etc.) for 1 year and then create activities for the users responsible for the contact. They can then decide whether to delete the contact person from WebCRM or get in touch to follow up.

If you want to change the frequency so that the automation runs more or less often, this can be done in the first step, Schedule trigger.

Trigger type: Manual Trigger

This automation enables users outside the sales team to kickstart the sales process with just a click of a button.

It will then create a new opportunity from an activity, where the user also has the option to write a small note to sales regarding why this opportunity was created, that will be added to the log.

The opportunity will be created at pipeline level 1 Qualified and the Sales Responsible is set to the Organisation Responsible.

It is particularly useful for SDR's that have call activities, and this way they can easily create an opportunity and hand over to Sales.

Trigger type: Entity time

This automation can be used if you handle subscriptions, as it will copy your subscription orders on a yearly basis, instead of you having to remember to create a new order every time a customer needs a subscription renewal. This will save your accounting department a lot of time.

It will create a new order for the same customer with the same quotation lines a year after the order date, when the subscription needs to be renewed. In this automation, the prices are also updated, meaning it is not necessarily the same price on the quotation line as it was the year before, if you have updated them in the meantime.

If you want to change the time frame so that the automation runs more or less often, you will have to change the Trigger date time. This can be done in the 1st step, called Order time reached.

This could be the case if you have monthly or quarterly renewals.

It is important to note that the 2nd step is a condition step, and this is where you decide exactly what kind of orders you want to renew automatically, as this is usually never all your orders.

For this template, we have set the condition that you need to write [Subscription] as part of the description in the order, for it to renew (remember the [] if you want to use this), and the organisation has to have type Customer.

It could look like this:

In the 3rd step, all the fields to be included in the new order are listed, and Status is set to Complete.

This is done, as this is usually the status an order needs in order to automatically sync to an ERP system, like e-conomic or others. You can set the status, so it suits your organisation's workflow.

The 4th step copies the quotation lines to the new order, and per default the Refresh prices function is activated. This means that the prices are updated according to your newest prices and not copied from the old order. You can deactivate this, if you want the same prices on the new order.

The last step sends a notification to the Organisation responsible to notify that a renewal has happened. This step can be deleted, if you run many subscriptions and don't want to be notified, when it happens.

Trigger type: E-sign Status

You can read more about this automation template here