PREREQUISITES: Automatizer is a paid-for add-on to Pipeliner. Please contact your Account Manager directly to discuss how it can streamline your business or email firstname.lastname@example.org and we will ask your Account Manager to contact you.
Please make sure to read this article — and watch the videos — to learn more about the features of Automatizer in detail. This article is not a detailed description of each feature.
Automatizer is our “Point & Click” automation tool designed to help you easily and graphically build your organisation’s processes into Pipeliner. Automatizer allows you to streamline your workflows and empower your teams working with Pipeliner by automating repetitive tasks and communications.
We’ve made it as easy as you would expect from Pipeliner! No complex language or coding is required!
Every process consists of triggers, if/then conditions and can include multiple actions.
💬 OUR USE CASE SCENARIO EXAMPLE
As a user is working on an Opportunity, they discover that it meets the criteria — established as part of the sales process — that identifies it as a Key opportunity. The Owner can attach the “Key Opportunity Management” manual process to any of their records at any point.
Manual processes allow complete flexibility and a more “holistic” view of a record as it is not necessarily dependent on specific values being completed in certain fields.
Creating your process
Open the “Automatizer” from the “Tools” menu. Click on the “Create New” button ⤵
Click on ”Save“ to save your process. This will launch the “Process Editor” ⤵
Click on Start to choose when you want the trigger to activate and select “Opportunity” and “Manually”. For this process, I’m limiting it to users who are assigned to the Direct Sales sales unit ⤵
Click on "Save" to save your Trigger criteria and move onto setting up your Condition(s).
💬 OUR USE CASE SCENARIO
You could “Ignore Condition” to allow the process to be attached to any Opportunity record at all but, in this case, we want to impose some very basic control over which Opportunities can qualify to be a “Key Opportunity” — the Opportunities have to be in the “Direct Sales” pipeline and have to have a value of “>10k”. Our criteria will therefore be ⤵
💬 OUR USE CASE SCENARIO
The first action of our process is to send a notification email to the sales manager to alert them that the Key Opportunity Management process has been activated for an Opportunity.
NOTE: The action uses the Record URL personalization field to allow a click through to the Opportunity directly from the email ⤵
Next, we want to send one of our whitepapers to the Primary Contact for the Opportunity⤵
And finally, we want to schedule a task to book in an internal Key Opportunity Review meeting⤵
Click on "Save" to save the Action and "Save" again.
You’ll need to publish to save your changes to update your process and, of course, you should always test your process before activating ⤵
Attaching a manual process
From the main menu, when you select an individual record, you will see the Automatizer button on the menu. From the Automatizer button, you’ll see the available manual processes that you are able to select from.
💬 OUR USE CASE SCENARIO
From the Opportunities menu, we can see the “Key Opportunity Management Process” from the Automatizer menu ⤵
Select the process and you’ll see a notification that the process is triggering ⤵
When you open up the record, you’ll see an Automatizer widget below the Sales Activities Checklist in the panel on the right-hand side. Click on the chevron to open up this section ⤵
You can attach a process from the Processes tab. Click on the process and then select "Start" ⤵
The Scheduled Actions tab will show you all actions associated with this process that are due to be scheduled in the future ⤵
You can also remove scheduled actions — if, for example, something changes about the record which means that the future actions are no longer needed.
Highlight your record and then select “Clear Scheduled Actions” from the Automatizer menu ⤵
If you open up a record, you can see when Scheduled Actions are pending on a record ⤵
And can delete individual actions from the Automatizer widget within an open record ⤵
The “Recent Executions” tab is where you’ll see all manual processes that have been attached to this record ⤵
NOTE: You can click through to the process in the Automatizer from any of the links
Once your process has been triggered, you’ll be able to see the emails and activities as usual on the Activities and Feeds tabs of your record ⤵
Use the Process Manager and notifications to keep track of your processes.
This is detailed in this article.