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How to Set Transaction TBD Stage is Changed in Automation Trigger?

The automation is trigger when the Transaction TBD stage is updated from any previous stage to the selected stage value within the pipeline. Once the specified stage condition is met, the configured automation is automatically executed.

Steps to Set Up Transaction TBD Stage is Changed Automation:

  1. In the top navigation bar, select Marketing.

  2. Under Marketing, select Automations.

  3. To create a new automation, click the “New Automation” button in the upper-right corner. Once you click, a modal pop-up will appear. Enter a automation name and click the "+" icon to create a new folder or select a folder and click the "save" button.

  4. In the automation setup, click the Add Trigger button.

  5. From the trigger list, select Transaction TBD stage is changed and select the TBD stage value.

  6. Its optional to add an additional automation trigger conditions, click the "+" icon to include AND / OR conditions as needed. Once the conditions are configured, click Save.
    Note: If a transaction-based trigger is selected, you can include both Transaction-based or Contact-based trigger condition.

  7. Click the plus (+) icon to add an action from the dropdown list.
    For Example: Select the action Add one more tags to contact choose the tag as Mortgage and then click Add to configure the action.

  8. To add an end condition to this automation, click the "End Conditions" button to stop the automation trigger when the specified conditions are met. Learn more about end condition.

  9. And here you can exclude the contacts based on the tags. Click the Exclude Contacts button. In the popup select the tag which you need to exclude for this automation. And click save to exclude from this automation. Learn more about exclude contacts.

  10. Toggle the status from Inactive to Active and Click Save Automation to save your setup.

  11. The automation will be run based on the following condition:
    ​The automation trigger condition will be activated when the Transaction TBD Stage is changed to pre Approved from the previous TBD stage in the pipeline tab.


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- Accountable Support

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