Users can now use merge tags while updating a field in an entity to populate values by referencing other entities.


For instance, every time a document is updated, you can update the Opportunity Estimate value in the Grand Total of the Document. Similarly, you can include additional fields like Purchase Orders and use merge tags to specify auxiliary details.


Refer to the following steps to add actions and filters: 


Step 1: Go to Sales Automation and update action. For example, Update Opportunity as shown below: 



Step 2: Add Fields that you wish to update and provide values. 



Step 3: You can use merge tags to reference values from other fields. Merge tags can be accessed by typing double curly-braces - “{{“


The variable names would appear as shown below: 





Note: 


  1. Any field whose data type is Number can only refer to a merge tag of numerical value. For example, Estimate value or MRR. 

  2. Any field whose data type is text and number can refer to a merge tag of both numerical and text value. For example, Purchase Orders. 



You can check your sales automation Audit Logs for all the updates. And check if the triggers are working. 



1. Client

 

Merge Tag

Description

ID

Client ID

Url

URL of the client company

Name

Name of the client

Phone

Phone number of the client

Fax

Fax ID of the client

DateAcquired

Date of the client acquisition

Contact.1.Name (Contact.2,3 etc)

Name of the contact 1/contact 2/contact 3

Contact.1.Email (Contact.2,3 etc)

Email of the contact 1/contact 2/contact 3

Contact.1.Phone (Contact.2,3 etc)

The phone of the contact 1/contact 2/contact 3

Contact.1.Department (Contact.2,3 etc)

Department of the contact 1/contact 2/contact 3

Contact.1.JobTitle (Contact.2,3 etc)

Job title of the contact 1/contact 2/contact 3

Contact.1.FirstName (Contact.2,3 etc)

First name of the contact 1/contact 2/contact 3

Contact.1.LastName (Contact.2,3 etc)

Last name of the contact 1/contact 2/contact 3

Market

Type of market of the client

Campaign

Type of campaign used for the client

Website

Website of the client

Facebook

Facebook ID of the client

Twitter

Twitter ID of the client

LinkedIn

LinkedIn ID of the client

BillingAdress.Street/City/State/Country/Zip Code

Street/City/State/Country/Zip Code of the billing address provided

ShipToAdress.Street/City/State/Country/Zip Code

Street/City/State/Country/Zip Code of the shipping address provided

 

2. Opportunity

 

Merge Tag

Description

ID

The opportunity ID

URL

URL of the opportunity

Client

Client related to the opportunity

Name

Name of the opportunity

Type

Type of the opportunity (Prospect, Quote etc)

EstimatedValue

The estimated value of the opportunity

EstimatedCloseDate

Estimated date of closing of the opportunity

CloseDate

The date which the opportunity is closed

ClientPoNumber

P O number of the client related to the opportunity

 

3. MyCompany

 

Merge Tag

Description

Name

Name of your company

Phone

Phone number of your company

BillingAdress.Street/City/State/Country/Zip Code

Street/City/State/Country/Zip Code of the billing address provided by your company



4. Sender


{{Sender.FirstName}} 

First name of the Sender

{{Sender.LastName}} 

Last name of the sender

{{Sender.FullName}} 

Full name of the sender 

{{Sender.Email}} 

Email of the sender




5. Receiver


{{Receiver.FirstName}}

First name of the Receiver

{{Receiver.LastName}} 

Last name of the Receiver

{{Receiver.FullName}} 

Full name of the Receiver

{{Receiver.Email}} 

Email of the Receiver