How to Setup Sales Automations That Trigger Other Sales Automations

In this session, we will briefly discuss the cause and effect aspect of sales automations. This involves setting up automations that trigger other automations.

1. Automation to create a new document upon first document being won, and then send the new document over email. 

The first automation here is for creating a new document with the custom field ‘Test 1’ set to a value of ‘Yes’ if the current document is marked as Won. 



The second automation is to send out the newly created document over email if the field ‘Test 1’ is set to ‘Yes’. 



Note: The trigger automation (cause) should always come first in the automation hierarchy/list of automations followed by the other automation (effect). 

Note: Why can’t we accomplish this task through a single automation? In the first automation, set the first action as "create document" followed by the second action of "send document."

2. Automation to set the ‘Use Revenue/Cost of Documents’ to False and manually add revenue and cost data in opportunity fields via merge tags. 

The use case is quite niche and the end goal is to update the revenue and cost figures on an opportunity based on the last updated document. This will be useful if multiple documents are linked with one opportunity and the user would like to sync revenue figures from only a single document to the PSA. 

As a design, Zomentum shows the cumulative revenue, cost and margin figures in an opportunity by adding up the figures from each document under it. 

First automation here sets the ‘Use Revenue/Cost of Documents’ to False and manually updates every cost and revenue field to 0 via merge tags, every time a new opportunity is created. 


Second automation serves to update the Cost, Revenue and Estimated Value fields using merge tags and the trigger is as per the last document updated. 



3. Automation to create sales activity when a document stage is updated. 

If a user mentions creating a task/note/email log (not to be confused with sending emails)/call log based on the stage update of a document, it would require two sets of automation.

First automation would be required to update the stage of the associated opportunity basis the stage update of the document. This is because sales activities are tied to opportunities and cannot be created/updated based on a document stage update. 




The second automation is to create a task based on the opportunity stage update to Won.