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.
Cloud pricing for data and applications
There is no additional charge
Cloud pricing per user
There is no additional charge. You only pay per OneBox user.
Boxed solution (on-site)
There is no additional charge. You only pay per OneBox user.
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 #
Variables are not substituted in the Fill Contact Card Field action when conditions are met
Good afternoon, I specify a variable in the field and the name of the variable is stored in the contact card, not its value. Please fix it. Autom...
Today, a bug appeared when saving a field with a hyperlink
Good day, We use automation in the client's card "Fill the field of the contact card based on the formula", save the text Open in the field Bef...
0 replies
14.10.2023, 13:02
Here https://crm.phdcare.com.ua/app/contact/6168/ Need to be recorded in add. field the date the contact card was last modified. You can do this th...
1 answer
25.04.2023, 13:42
Automation for contacts https://lab-service.1b.app/app/automatization-user/update/edit/ does not add the action Fill the contact card field when th...
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...
OS date format in English
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...
8 replies
23.08.2022, 12:50
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...
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