How to set up and run Autoflows

Please note: This feature is in a closed beta test program. For more information please contact the Customer Success team at support@onepagecrm.com.

If you find yourself repeating the same tasks, like changing the status label of your contacts every time you win a deal, then set up an Autoflow to remove it from your admin to-do list! Autoflow allows you to automate repetitive tasks within your sales process using a chosen trigger and operation. An Autoflow is made up of a trigger activity (If), and an operation (Then). For example, if you create a new deal for a contact (trigger),  then the Status of that contact will change to Customer (operation). 
 A trigger is a programmed task that occurs before an operation is initiated. An operation is a task that needs to happen after the trigger is completed, and it is an update that is made to your contact. Don’t worry though, we won’t make any changes without your confirmation! Once a trigger is completed and Autoflow is activated, a pop-up will appear so you can accept the update, and let Autoflow complete the operation task for you.
In this article:
Create an Autoflow
Activate and disable an autoflow
Activate and disable an autoflow

Create an Autoflow

1
Go to your User Profile (top right-hand corner) → Autoflow →  + New AutoFlow.
2
Under If, click Select trigger and choose your trigger. 

The list of triggers you can select are:
  • Pending deal stage
  • A new deal is created
  • A new contact created
  • Contact status
  • A tag added to contact
  • A tag removed from contact

You have the option of selecting multiple triggers. Click  + OR to choose your other trigger.

Note: If you select Pending deal stage, Contact Status, A tag added to contact, and A tag removed from contact, you will need to add a specification. See the list of specifications below:
  • Pending deal stage: select Pipeline + from deal stage Won, Lost or Pending + to deal stage Won, Lost or Pending.
  • Contact status: select Status label
  • A tag added to contact: select from pre-existing tags
  • A tag removed from contact: select from pre-existing tags
3
Under Then, click Select operation → Choose operation → Select specification for each operation.

The list of operations and their specifications you can select are:
  • Add note: type note
  • Remove tag: select tag from pre-existing tags 
  • Add tag: select from pre-existing tags
  • Change contact status: select Status Label
  • Message for user: type message 
  • Send email: select email template

You have the option of selecting multiple operations. Click  + AND and choose the next operation.

4
Once you've selected your triggers and operations add  Autoflow name → toggle the Activate autoflow button → Save.
Note: You have can edit, clone or delete your Autoflow under the Autoflow list. 
 

Activate or disable an Autoflow

To activate an Autoflow, toggle the Activate button to green.

To disable an Autoflow toggle the Activate button to grey.

Run an Autoflow

When you complete a trigger activity in OnePageCRM your Autoflow will start running and a pop-up notification will appear asking you to confirm the updates about to take place. For example, using the Autoflow created above whereby if a new deal is added to a contact, the contact's Status Label will change to "Customer" and a welcome email will be sent out to them. The pop-up notification will show all the updates about to take place (Change status to Customer and Send Email). 

You have the option to skip the operation by toggling Skip button allowing you to not make the update if not required. When you're finished, click Confirm.

Once confirmed, the Autoflow above will change the status label of the contact to "Customer", but no email will be sent as the operation has been skipped. 

NOTES

  • If you delete a tag associated with an Autoflow, and you then activate this Autoflow a new tag will be created.
  • You can add up to 5 Autoflows, if you require more, please reach out to support at support@onepagecrm.com.
  • In the case of selecting the Send a new email operation, you can select multiple emails to be sent, however, you cannot select the same email template more than once.
  • With great power comes great responsibility, so by default, only the Account Owner, Administrators, and users with permission can set up Autoflows.

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