Automations in Sage Sales Management simplify repetitive tasks by turning complex actions into easy, configurable workflows. Designed for administrators, this feature helps optimise daily processes, reduce manual effort, and ensure greater consistency across your business operations.
How Automations work
Automations in Sage Sales Management follow a simple three-step structure. Each automation is built from:
A trigger that starts the process.
One or more conditions that define when it applies.
An action that executes once the rules are met.
This structure provides a straightforward way to replace technical custom functions with simple, reusable workflows. By combining triggers, conditions and actions, you can automate processes that are flexible, consistent, and easy to manage.
What you can do with Automations
You can access Automations from My profile and configuration > Automations. From here, you have two ways to create a new automation:
Create from scratch – build your automation step by step, defining the trigger, conditions and actions.
Use a template – start from a predefined scenario and adapt it to your needs.
Creating from scratch
When creating an automation from scratch, you will define the three stages:
Trigger
The trigger defines what starts the automation. You can choose between two entities:
Opportunity
Account
For either entity, you then select a trigger event. Available events are:
Is created – runs when a new record is added.
Is modified – runs when an existing record is updated.
Is deleted – runs when a record is removed.
Is won – runs when the status moves to a closed won stage.
Is lost – runs when the status moves to a closed lost stage.
Is moved to an open state – runs when the status changes back to an open stage.
This flexibility allows you to specify exactly when an automation should begin.
Condition
Conditions allow you to refine when an automation should run. They act as filters that must be met for the automation to continue.
If the conditions are satisfied, the automation proceeds to the action stage.
If a condition fails, the automation will stop and no actions will be executed.
You can also create an automation without conditions. In this case, as soon as the trigger is activated, the action will run automatically.
This flexibility lets you decide whether your automation should always run once triggered, or only under specific circumstances.
Action
The action defines what happens when the trigger and conditions are met. You can choose between two action types:
Update – modifies an existing record. The update options are directly linked to the entity defined in the trigger.
For example, if the trigger is set to Account is created, the available updates will correspond to account fields.
Create – generates a new record in the system. You can choose to create:
Account
Contact
Activity
Task
Event
Opportunity
This flexibility allows you to either update existing data automatically or create new entries in response to a trigger, ensuring your processes remain consistent and up to date.
Using a template
If you prefer a faster setup, you can create an automation from a template.
Templates provide predefined scenarios where the trigger, conditions and actions are already suggested. They are designed to cover the most common automation needs and can save you time by giving you a ready-made structure.
Once you select a template:
You can review the trigger, conditions and actions included.
You can adapt each part to match your exact requirements.
This approach makes it easier to get started with automations while still giving you full control to customise the details.
Frequently Asked Questions (FAQ)
Can I create an automation without conditions?
Yes. If no conditions are defined, the automation will run as soon as the trigger event occurs.
Are triggers and events the same for Accounts and Opportunities?
Yes. Both entities share the same set of trigger events (created, modified, deleted, won, lost, moved to open state).
What happens if more than one automation is triggered at the same time?
Each automation runs independently. If multiple automations are triggered by the same event, all of them will execute in parallel.
Can I edit or deactivate an automation after it has been created?
Yes. You can open any automation to edit its settings or temporarily deactivate it without deleting it.
What is the difference between using a template and creating from scratch?
Templates provide predefined workflows to save time, while creating from scratch gives you full flexibility to define every stage.
What entities can I create automatically with an action?
You can create accounts, contacts, activities, tasks, events or opportunities.
Will automations replace all custom functions?
No. Automations are designed to replace many common scenarios, but some advanced custom functions may still require manual or technical solutions.
Can I use more than one condition or action in the same automation?
Yes. Automations are flexible and you are not limited to a single condition or action. You can define multiple conditions to refine the rule, and each can trigger one or several actions. This allows you to build more complex workflows adapted to your business needs.