Set up automated workflows with Autoflow
Autoflow helps automate repetitive tasks in your sales process. For example, you can automatically send an email when a new contact is created.
Set it up in three steps:
- Choose a trigger – For example, when a new contact is created.
- Set an operation – For example, send an email requesting a call.
- Activate Autoflow – When the trigger occurs, a pop-up asks you to confirm the operation.
You can create multiple triggers and operations. Autoflow always requires your confirmation and won’t run during bulk updates.
Max: unlimited Autoflows
Business: up to 30 Autoflows
Legacy and Professional: up to 15 Autoflows
In this article:
| Create an Autoflow | Run an Autoflow | Activate/Disable an Autoflow |
Create an Autoflow
💡 Users need permission to set up and edit Autoflows.
💡 Each trigger can only be used in one Autoflow.
💡 Add more triggers by clicking + OR.
List of available Triggers
- Call added - Select Call result, if any
- Deal stage updated - Select Pipeline + from deal stage + to deal stage
- Deal created - Select Pipeline, if any
- Next Action completed
- Sales cycle closed
- Contact created
- Contact status updated - Select Status label
- Tag added - Select from pre-existing tags
- Tag removed - Select from pre-existing tags
- Custom Field updated - Select Contact or Deal Custom Field
💡 Grouped Action Templates are not available for the "Add Next Actions" operation.
💡 Depending on your settings, weekends may be skipped when using Add Next Action (see here).
💡 Add a time for Actions by typing it in the Next Action box (requires Smart Date & Time).
💡 Only one email sequence can be selected per Autoflow.
💡 Add more operations by clicking + AND.
List of available Operations
- Add contact note - Type the note you wish to add
- Remove tag - Select from pre-existing tags
- Add tag - Select from pre-existing tags
- Change contact owner - Select user
- Change contact status - Select Status label
- Show a pop-up - Type message + select users to be notified via email (optional).
- Send email - Select email template
- and choose to send it instantly or schedule it for later.
- Insert Email sequence - Select an email sequence
- Add Next Action - Type Next action or select Next Action from the Action Templates dropdown.
- Close sales cycle - Add closing comment (optional)
💡 Edit, clone, or delete an Autoflow under the Autoflow list.
Run an Autoflow
Jump up to Article's Overview ⮝When a trigger is completed in OnePageCRM, the Autoflow will start, and a pop-up will appear showing the updates about to take place.
The pop-up lists all pending updates → click Confirm to apply the updates.
💡If a deleted tag is used in an Autoflow, triggering it will recreate the tag.
💡 Autoflow won’t trigger when a new contact is created through Web Forms.
💡 Autoflow won’t trigger through external automations like Zapier.
💡 Click Edit in the Autoflow pop-up to modify it before confirming.
💡 You can skip any operation using the Skip toggle.
Enable/Disable an Autoflow
Jump up to Article's Overview ⮝
- Enable an Autoflow by toggling the Activate slider to green.
- Disable an Autoflow by toggling the Activate slider to grey.
