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What are conditions within automations used for?
The automations feature allows you to automate actions based on previously specified events. In order to make your automations more selective, you can set conditions, or criteria, according to which Pipefy will automatically trigger the automation.
The conditions are based on the information inserted in the existing fields in the pipe that originates the automation.
When to use automation conditions?
Let's assume you have a sales pipeline and you have to select if a customer needs to go through the onboarding process at a certain stage of the pipeline.
If the customer doesn't need to go through the onboarding (the field "does the customer need to be onboarded?" is equal to "no") you'll simply move him/her forward and nothing will happen.
However, if the customer needs to go through onboarding (the field "does the customer need to be onboarded?" is equal to "yes"), his/her information will be sent automatically to your customer onboarding pipe based on the conditions you specified when you created your automation!
Check out one of the most common applications for automations conditions in Pipefy:
Automations conditions enable greater customization for your processes workflow, eliminating double-work and creating an error-proof process. In a Sales Pipeline example, if the customer needs to go through the Onboarding Process, you can set predefined conditions that (if followed) will automatically send the customer to the onboarding flow.
Automations conditions can be great for Finance Teams to establish an error-proof approval flow. For example, if you have a purchase request that surpasses a certain value, you can automatically send it to a specific approver, for instance, a manager. If it’s lower than this specific value, an analyst will be able to approve it.
- Customer Service:
Based on specific criteria defined by your needs, it’s possible to automatically segment customers to be managed by the CS Team and much more. For example, depending on the company's size, a certain CSM can perform the Customer Onboarding Process.
This way, you don’t have to segment each one of your clients, granting a faster and error-proof workflow.