Automation rules
When something happens, check a condition, then act.
In Salescom: Settings > Automation
An automation rule follows the pattern when X happens, if Y, do Z. For example: when a chat is created, if the message mentions "laptop", assign it to the laptops team.
- Go to Settings > Automation and add a rule.
- Pick the event, such as a new chat or a label added.
- Add conditions.
- Add actions, such as add a label, assign, send a message, send a webhook, or add a row to a Google Sheet.
Use Send test on a webhook or Google Sheet action to check it works before you save.