We’ve added a new capability to AccountableCRM Automations - you can now create automations that run based on Team Title conditions, available exclusively for Transaction triggers.
This means you can define specific actions that only execute when a transaction involves a particular Team Title, such as Borrower, Loan Officer, or Processor. This feature provides greater control and personalization, ensuring your automation workflows target the right team member or contact type within a transaction.
Note: This enhancement only available for Mortgage Users
Company Admin - can create and manage automations within their company, for all users under that company.
Super Admin - can create and manage Global Automations, which apply to all companies and users across the platform.
This ensures flexibility in managing automations at both the company level and the global level, depending on your administrative access.
Steps to Setup Automation based on Title conditions:
In the top navigation bar, select Marketing.
From the top-left corner, select Automation.
In the Automation page, click New Automation.
In the modal popup, enter the Automation Name and select a Folder. Once done, click Save.
On the Automation Setup page, click Add Trigger.
In the Trigger list, you must add a Transaction-related trigger before adding conditional trigger(Contact team title is)
Example: Transaction is Created
Click the plus (+) icon to add condition trigger as follows:
From the list, select conditional trigger as Contact Team Title, then set the operator and select the team title from the dropdown. Once done, click Save.
Click the plus (+) icon to add an Automation Action.
In the modal popup, select the required action - for example, Send Email to Contact.
The modal popup will expand, allowing you to select the Respective Title and Email Template for that title, and preview it as well.
Click Add More if you want to include additional titles and email templates.
Once done, click Add.
Toggle the Inactive switch to Active to activate the automation setup.
Finally, click Save to save the automation process.
Once the trigger and condition are met, the defined action will be executed for the relevant Team Title.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support