Trigger - Estimates

Modified on: Tue, 29 Oct, 2024 at 7:23 PM



TABLE OF CONTENTS

Overview

The "Estimates" trigger initiates a workflow based on specific events related to estimates. This is useful for automating follow-up actions, notifications, and responses based on customer interactions with your estimates.


Trigger Name

Estimates

Trigger Description

The "Estimates" trigger activates a workflow whenever a specified estimate event occurs. Filters can be applied to specify conditions for the event, such as the status of the estimate or its value.

How to Configure

Step-by-Step Guide

  1. Navigate to Workflow Triggers: Access the automation or workflow settings in your platform.
  2. Choose a Workflow Trigger: Select "Estimates" from the list of available triggers.
  3. Name Your Trigger: Enter a descriptive name for the trigger, such as "Reminder Workflow."
  4. Set Up Filters (Optional): Add filters to specify conditions for the trigger.

Configuration Table

ValueDescriptionMandatory
Workflow TriggerSelect "Estimates" from the dropdown.Yes
Workflow Trigger NameEnter a name for your trigger, e.g., "Estimates Workflow."Yes
FiltersSpecify conditions to narrow down the trigger.No


Filter Details

Filter NameDescriptionExample Use Case
Estimate StatusTriggers based on specific estimate statuses (Accepted, Declined, Invoiced, Sent).Use this to activate actions based on the status of the estimate.
Estimate ValueTriggers based on the estimate value (any number).Use this to trigger actions for estimates above or below a certain value.
TemplateTriggers based on specific templates used in the estimate.Use this to activate actions for estimates created from a specific template which could have different terms and conditions.


Event Filter Options

Event OptionDescription
AcceptedTriggers when an estimate is accepted.
DeclinedTriggers when an estimate is declined.
InvoicedTriggers when an invoice is created from an estimate.
SentTriggers when an estimate is sent to a customer.


Example

Scenario: Create Opportunity and Notify Team After Kitchen Renovation Estimate Acceptance

Trigger Setup:

  • Trigger: Estimates
  • Name: Create Opportunity for Accepted Renovation
  • Filters:
    • Estimate Status: Accepted
    • Estimate Value: Greater Than 1000

Workflow Actions:

  • Create Opportunity: Automatically generate an opportunity in the CRM for the kitchen renovation project, including customer details and project value.
  • Send Internal Notification: Notify the project management team about the new opportunity to remind them to assign a project manager.
  • Send Thank You Email to Customer: Automatically thank the customer for accepting the estimate and outline the next steps in the renovation process.

Outcome: This automation ensures that when a customer accepts a kitchen renovation estimate, an opportunity is created, the team is notified, and the customer receives a thank you email, facilitating a seamless transition to project execution.


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