How it works «Automation for contacts» #
It allows to configure background automation for the contacts. This type of automation is configured for actions associated with contact card creation or contact card saving. You can configure placing it to required group of contacts, creation of tasks, based on the fields or provided data etc.
To configure the automation, you need to place the required actions within chosen automation through the Add button and set up it according to your needs.
Screenshots «Automation for contacts» #
Available Platforms «Automation for contacts» #
Documentation and video tutorials by application «Automation for contacts» #
Reviews and discussions component «Automation for contacts» forum #
Email lead not created
We have the following process: - applications from the site come to a specially created email - from this email we parse them and create deals - on...
5 replies
25.10.2022, 12:06
question of the format https://www.grammarly.com/blog/how-to-write-dates/ - correctly, the month is always capitalized and with a comma like this: ...
Completion of the action "Fill in the field of the contact card based on another field"
Completion of the action "Fill in the field of the contact card based on another field" In the "copy from" field, you need to m...
Data cleaning
Tell me how to properly clean deleted contacts?
Automatic substitution of numbers in the phone number
Good afternoon, tell me where this setting is turned off Now if an order with the number 0999999999 falls into the box, then 38 is automatically su...
Evaluation of completion "Write line from event to additional process field"
https://box.ltec.com.ua/desktop/ You need an action in automation for contacts. Contact example https://box.ltec.com.ua/app/contact/14064/ Creation...
2 answer
29.06.2022, 10:00
When copying the "Multilist contacts" field to a subprocess, only the first value of the multilist field is transferred. I tried to do th...
Add customers to the contact group if, depending on the category of goods that were / are in the order
The essence of the issue is that you need to add customers to the desired group, depending on which category the goods are in the order from. It is...
The action "Export contact group to vcard" is not added
The action "Export contact group to vcard" is not added Automation 1 time per hour. When you click save, the action disappears from the l...
Automation for contacts
In "Automation for contacts" in "Dia when card is opened to contact" and "Dia when saving at card to contact" the blo...
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