Automation & workflows — found from sitemap — NetHunt CRM

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Facts read from this source

• Workflow components Report an error

  “Workflows consist of: triggers and actions. Easy.”

• Trigger deal stage Report an error

  “Deal changes Stage. This trigger is mainly focused on your Deals folder.”

• Trigger new contact Report an error

  “New contact is added. Same as with the 1st option, this trigger is specific for the Contacts data type”

• Trigger new record Report an error

  “New record is added. This trigger can be used in the same way as the one above, it reacts to a new record being created within one of the Folders that you choose in your Workspace.”

• Trigger field change Report an error

  “Field value changes. If you want to start an email campaign to your clients right after you change their stage”

• Trigger new chat Report an error

  “New chat conversation. This trigger activates when a chat is created or reopened, automating actions such as creating records, sending emails, assigning tasks, and updating information”

• Trigger voip call Report an error

  “New VoIP call. A New VoIP call trigger activates whenever a call is made or received through your integrated VoIP system”

• Trigger webhook event Report an error

  “Webhook event occurs. If you have your custom webform already placed on your website and you want to bring them right into your website once they fill out the form, you can connect this form to Nethunt using this trigger.”

• Trigger webform submission Report an error

  “Web form is submitted. NetHunt offers you to use our custom webforms to capture your leads and bring them to your NetHunt right away.”

• Slack notifications Report an error

  “you want to notify your team in Slack (check this guide for more details) every time you close WON a deal.”

• Community Report an error

  “Haven’t found the answers you’re looking for? Ask our Users Community.”