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:
Any field whose data type is Number can only refer to a merge tag of numerical value; For example, Estimate value or MRR.
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 |
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 |
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 on which the opportunity is closed |
ClientPoNumber | PO number of the client related to the opportunity |
| CreateDate | The date on which the opportunity was created |
Campaign | Campaign details of the opportunity
|
Source | Source details of the opportunity
|
Owner.FullName | Full Name of the opportunity owner
|
Owner.FirstName
| First Name of the opportunity owner
|
Owner.LastName
| Last Name of the opportunity owner
|
TotalCost
| Total cost of the opportunity
|
OneTimeCost
| The one-time cost of the opportunity
|
WeeklyCost
| The weekly cost of the opportunity
|
MonthlyCost
| The monthly cost of the opportunity
|
QuarterlyCost
| Quarterly cost of the opportunity
|
SemiAnnuallyCost
| Semi-annual cost of the opportunity
|
AnnualCost
| Annual cost of the opportunity
|
TotalRevenue
| Total revenue of the opportunity
|
OneTimeRevenue
| One time revenue of the opportunity
|
WeeklyRevenue
| Weekly revenue of the opportunity
|
MonthlyRevenue
| Monthly revenue of the opportunity
|
QuarterlyRevenue
| Quarterly revenue of the opportunity
|
SemiAnnuallyRevenue
| Semi anually revenue of the opportunity
|
AnnualRevenue
| Annual revenue of the opportunity
|
TotalProfitMargin
| Total profit margin of the opportunity
|
3. Document
Merge Tag | Description |
Owner.Name | Name of your document owner |
Owner.Phone | Phone of your document owner
|
Owner.FirstName | First name of your document owner
|
Owner.LastName | Last name of your document owner
|
Owner.JobTitle | Job title of your document owner
|
4. 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 |
5. User
Name | First name of the user |
FirstName | Last name of the user |
LastName | Full name of the user |
Phone | Email of the user |
| Job | Job title of the user |
PermissionLevel
| Permission level of the user |
Access
| Access level of the user |
Status
| Status of the user |
