Automations

Write custom workflows

that scale with your team

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Workflow

No

Yes

Trigger

New quote published

Condition

Annual contract value

Greater than

$25,000

New quote published

Includes

Discount

Notify

Send quote approval alert

Review

Submit for manual review

Send notification to

#sales-alerts

Data sync

Send quote approval alert

Customer name

Account name

Account owner

User ID

Quote status

Status

4 more fields

Synchronise fields

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