Automations - Examples
Package: BASIC
1. General
The pages linked below describe specific automations using detailed practical examples – with explanations of triggers, conditions and actions as well as screenshots of the respective configuration.
Info
On our YouTube channel, detailed practical examples of the individual automations are available as part of the Deep Dive video series.
2. Overview of the examples
| Automation | Description | Subpage |
|---|---|---|
| 1.0 | Letter salutation for Leads & Contacts | Automatically sets the Letter salutation field based on Salutation and Title – for the Leads and Contacts modules, on creation and modification of the record | Letter salutation |
| 2.0 | New customer – Deal won | Complete new customer process after a won deal: sales order creation, contract setup, project, partial and one-off invoice, dispatch process (brainX APP) | New customer – Deal won |
| 7.0 | Billing – Dunning process | Automated dunning process with up to three payment reminders, accounting notifications and an optional dunning fee | Billing – Dunning process |
| 8.0–8.3 | Support – Main process and escalation | Complete support process: ticket creation from email, customer communication, KPI fields, escalation (level 1 and 2) and automatic ticket closure when the customer does not respond | Support – Main process and escalation |
2.1. Detail pages “Support – Main process and escalation”
The page Support – Main process and escalation contains four subpages, one per automation:
| Automation | Subpage |
|---|---|
| 8.0 | Support main process | Support main process |
| 8.1 | Support escalation level 1 | Support escalation level 1 |
| 8.2 | Support escalation level 2 | Support escalation level 2 |
| 8.3 | Support: no customer response | Support no customer response |