In this article, we will show you two examples of automations for selected actions.
Example: When the status of the Sales Order changes, the exported Custom Template is saved to the attachment and an email notification is sent to the owner of the Sales Order.
- We select the trigger Change order status.
- We set the condition to change the status of the Sales Order from Delivered to Accepted.
- Next, we select the action Export custom template for the Sales Order. In the Sales Order field, we will insert a variable to pre-fill the order values from step 1.
- Finally, we add an action to send an email notification.
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We set the conditions:
- Sender and Recipient will be the Owner of the Sales Order from step 1. The email will be sent from our address no-reply@raynet.cz
- What should be the content of the email in the Subject field. In our case, it will be a text description + Code + name of the Subject of the Sales Order.
- In the Message field, we will insert some text content and the values that will be pre-filled, namely the code and name of the sales order subject and the name of the output template.
- Finally, we attach the output template to the File so that the owner can download it if needed.
Example: When the quote is accepted, a webhook is sent.
If the Quote is accepted, a Webhook is sent, which displays a list of the fields (attributes) we are tracking.
- We select the trigger Changed quote status.
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We set the conditions:
- Change the status from Preparation to Accepted
- Change the final price, which was originally above 500,000 CZK, to the filled price in CZK.
- We create a Webhook for the automation action. Only administrators can create webhooks.
- In the Webhook field, we finally select the specific Webhook, namely quote acceptance. Then continue by selecting the data to be sent. In the Key field, insert the name of the field and load the variable in the adjacent field.