Trigger - Estimates

Modified on: Wed, 9 Oct, 2024 at 10:46 AM

TABLE OF CONTENTS

Overview
Trigger Name
Trigger Description
How to Configure

Overview

The "Estimates" trigger initiates a workflow based on specific events related to estimates. This is useful for automating follow-up actions, notifications, and responses based on customer interactions with your estimates.

Trigger Name

Estimates

Trigger Description

The "Estimates" trigger activates a workflow whenever a specified estimate event occurs. Filters can be applied to specify conditions for the event, such as the status of the estimate or its value.

How to Configure

Step-by-Step Guide

Navigate to Workflow Triggers: Access the automation or workflow settings in your platform.
Choose a Workflow Trigger: Select "Estimates" from the list of available triggers.
Name Your Trigger: Enter a descriptive name for the trigger, such as "Reminder Workflow."
Set Up Filters (Optional): Add filters to specify conditions for the trigger.

Configuration Table

Value	Description	Mandatory
Workflow Trigger	Select "Estimates" from the dropdown.	Yes
Workflow Trigger Name	Enter a name for your trigger, e.g., "Estimates Workflow."	Yes
Filters	Specify conditions to narrow down the trigger.	No

Filter Details

Filter Name	Description	Example Use Case
Estimate Status	Triggers based on specific estimate statuses (Accepted, Declined, Invoiced, Sent).	Use this to activate actions based on the status of the estimate.
Estimate Value	Triggers based on the estimate value (any number).	Use this to trigger actions for estimates above or below a certain value.
Template	Triggers based on specific templates used in the estimate.	Use this to activate actions for estimates created from a specific template which could have different terms and conditions.

Event Option	Description
Accepted	Triggers when an estimate is accepted.
Declined	Triggers when an estimate is declined.
Invoiced	Triggers when an invoice is created from an estimate.
Sent	Triggers when an estimate is sent to a customer.

Example

Scenario: Create Opportunity and Notify Team After Kitchen Renovation Estimate Acceptance

Trigger Setup:

Trigger: Estimates
Name: Create Opportunity for Accepted Renovation
Filters:
- Estimate Status: Accepted
- Estimate Value: Greater Than 1000

Workflow Actions:

Create Opportunity: Automatically generate an opportunity in the CRM for the kitchen renovation project, including customer details and project value.
Send Internal Notification: Notify the project management team about the new opportunity to remind them to assign a project manager.
Send Thank You Email to Customer: Automatically thank the customer for accepting the estimate and outline the next steps in the renovation process.

Outcome: This automation ensures that when a customer accepts a kitchen renovation estimate, an opportunity is created, the team is notified, and the customer receives a thank you email, facilitating a seamless transition to project execution.