Automatizer
Sales is demanding enough without routine and repetitive tasks taking up valuable selling time — this is why Pipeliner introduced the no-code, workflow automation engine, “The Automatizer”
9 articles
Automatizer — Creating and Running ProcessesAn in depth view of using Automatizer to create and execute processes in Pipeliner CRM
Automatizer — The Process Manager and Process NotificationsThe Process Manager allows you to manage, track and receive notifications about your Automatizer processes
Automatizer Use Case — Last Contacted DateA "use case" example of using Automatizer to ensure that Contacts are being followed up by Account Managers on a regular basis
Automatizer — Using Webhook ActionsA description for technical users to illustrate using webhook actions in Automatizer processes
Automatizer — Using Manual ProcessesAn example of using an Automatizer Manual Process to enable a process for Key Opportunity Management
Automatizer — Process TemplatesHow to find and use our Automatizer Process Templates
Automatizer Use Case — Archiving Opportunities that are Overdue/Closing date in the pastExample of using Automatizer to archive Opportunities where the closing date is in the past & that have exceeded expected duration/velocity
Automatizer — Triggering a process from another processLearn how to trigger a follow on Automatizer process from within an existing process
Automatizer - Triggering a Process from an EmailProcesses can be triggered by various properties of an email sent from or received into Pipeliner for all customers using Automatizer