Note: This feature is currently in beta and available only to a limited group of customers. It will shortly be made available to all users.
Automations in Sage Sales Management help you simplify repetitive tasks by creating custom workflows that run automatically.
By defining triggers, conditions and actions, you can create workflows that run automatically — saving time, improving data consistency and reducing manual effort.
This feature is primarily aimed at administrators and team-leaders seeking to keep their operations efficient and error-free.
What are automations?
Automations are configurable workflows that respond automatically when certain events occur in Sage Sales Management.
They let you connect actions across entities — such as Companies, Opportunities or Tasks — so when data changes in one, related updates or notifications will automatically take place.
How do Automations work?
Automations in Sage Sales Management follow a simple three-step structure. Each automation comprises:
A trigger that starts the process.
One or more conditions that define when it applies.
An action that is executed once the rules are met.
Example:
Trigger: Whenever someone on your team opens a new opportunity
Condition: Value above £1,000
Action: Automatically update the linked company to rating A
👍 The best part is: you don’t need any technical or programming knowledge.
With just a few clicks, you can set up automated processes that are triggered according to the criteria you specify.
How does each step in an automation work?
Triggers:
The event that initiates the automation when a user takes an action in Sage Sales Management – for example, creating a record, changing a field’s value or deleting a record.
Triggers only stem from user-actions within Sage Sales Management, not from external changes such as integrations or direct database updates.
Conditions:
These are filters that determine the scope of the automation: they must be met for the automation to execute. For example: only run when the opportunity value is equal to or greater than £1,000.
You can use one or several conditions, or even different groups of conditions with AND/OR operators, to create more precise filters — as in the following example:
In this case, the action is executed if one of the two condition groups is met, since there is an “OR” between the groups (on the right). Within each group, however, all conditions must be fulfilled, as there is an “AND” (on the left).
If you want the action to run every time the trigger is activated, you can create automations without conditions.
Actions:
These are what the system executes automatically when the conditions are fulfilled — such as updating data, logging activities, scheduling tasks or events, among many others. For example: automatically update the linked company to a rating of ‘A’.
By combining triggers, conditions and actions, you can design complex processes in a flexible, consistent and easily managed way.
Add more conditions and more actions to build branches, so that the automation does not execute in a linear fashion, but can extend into multiple paths.
Note: These conditions are based on attributes of the record that triggers the automation (such as fields of the record) and can also consider related entities at higher levels, such as the client or the associated account.