Knowledge Base

How to add an automation

As an example, let’s add an automation to send a notification about a successful deal to the client’s Open Channel.

For this, two conditions should be met:

  • The channel should be connected through the Open Channels;
  • The previous communication with the client was through OC.

1. In the CRM, go to “Deals” as shown in the screenshot.

2. On the “Deal Successful” stage, add an automation to send the necessary message into the Open Channel.

3. A window will open. Input the message text to be sent into the Open Channel after moving the card to the “Deal Successful” stage.