With the new Automation feature, you can automate your business processes. This will save you valuable time and increase your efficiency and the overall performance of your entire team. Use conditions and actions to define your own processes that Raynet will then execute for you. This eliminates repetitive tasks and minimizes human error. To make it easier, we have prepared several templates with examples, which you can further edit and add more conditions and actions » HERE.
Important: We strongly encourage you to pay close attention to correctly setting up the automation and testing it beforehand. This will prevent unwanted behavior.
Tip: For general questions about automation, see the FAQ.
Terms and definitions
Let's get started by explaining frequently used terms:
Automations » Raynet allows you to run specific processes based on set rules and actions. You can find all the automations created in your CRM system in the Automation Overview.
Automation Trigger » starts the automation in the system based on a specific event. This can be, for example, when an Account is edited, created, or deleted, when the status of a Quote is changed, or when set time passes.
Automation Condition » defines under which conditions the next action is executed. The condition must be met before the action takes place. The condition therefore defines under what circumstances the automation continues and when it stops.
Automation Action » specifies what should happen in the given step. An action can be, for example, creating a Task, sending a notification or converting a Lead.
Record type » this can be an Account, Contact, Deal, etc. in Raynet.
Record » this is one specific Account, Sales Order, or other record in the CRM system,. Each such record has its own unique ID.
Field » is a value found on a record, it can be a Contact’s name or their email address.
Value » is added to a specific field and depends on the data type (e.g., text, date, number, file, etc.).
Automation run » is every single automation execution in which at least one action is successfully completed, e.g., a new record is created, or an email is sent. In Raynet, you can find all individual automation runs in the Execution History.
Templates » contain pre-set automation triggers, conditions, and actions for different record types. You can further edit any template by adding more conditions and actions.
Automation test » is a free one-time test run of the automation you have built.
Progress log » is a detailed automation progress overview that shows the results of each step.