You can create Automated Actions to streamline your workflow in Base. Are there tasks you would like to create every time you add a contact? Do you want to assign new tasks to your team when a deal moves stages? Do you want to update a custom field every time you create a new deal? This is all possible with Automated Actions.
Please note, the Automated Actions feature is only available for Manager-level users who are Admins for the account on our Professional and Enterprise Plans.
To create your first Automated Action go to Settings and select Automated Actions.
Once you click it, you'll see a welcome screen with the button "Build your first action"
When you click the button, you will start building a new Automated Action.
In the first step you will select when the action should take place. Currently you have following options:
- When a New Lead is created
- When a New Contact is created
- When a New Deal is created
- When Deal stages move
In the second step, you define what should happen.
When you select New Contact is Created, New Deal is Created, or Deal Stage Move you can define what task should be created when the action occurs. Currently you can specify:
- The name of the task created
- Assigned recipient of the task, you can pick from existing Base users or select the owner of the object as the recipient
- Due date of the task
You can add additional tasks to the action by clicking the + Create Task button in the top grey area.
When you select New Deal is Created as your event trigger, you have the additional option of updating a custom field with a predefined value. To use this option, select + Update Custom Field. You can update multiple custom fields at once, just click + Update Custom Field for as many updates that you need for this action.
Next, choose the Custom Field name and specify the intended value to be updated by this automated action. When you're finished, click "Activate Automated Action."
After you create an Automated Action, you will see it presented as a sentence, so it's easier to understand what will be happening. You can add as many actions as you want to streamline your sales tracking.
Note: Automated actions are only available to users on the Professional and Enterprise Plans .
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