Automations in SalesBoard help you save time by automating repetitive work so your team can focus on what matters most.
An automation is made up of two parts:
Trigger — an event that happens in your SalesBoard
Action — what the system does automatically in response to the trigger
For example:
Trigger: When a quote is marked as “Accepted”
Action: Notify the Sales Rep.
Step 1: Add a Custom Automation
Start by creating an automation that fits your sales process.
In SalesBoard, you can build your own based on how your team sells.
This allows you to tailor automations around real sales activity such as:
Quotes being created
Follow-ups being reached
Status changes
Customer responses
Deal movement through stages
You are not forcing your team into a rigid system — you are building automation around how they already work.
Step 2: Choose a Trigger
The trigger is the moment something happens in your SalesBoard.
This is what starts the automation.
Common Sales Triggers:
When a quote is created
When a status changes (e.g. “Quote Sent”)
When Status = Follow-Up 1
When Status = Follow-Up 2 or 3
When a quote is marked as “Accepted”
When a deal is marked “Lost”
Why this matters
Triggers make your sales process responsive.
Instead of waiting for someone to act, the system reacts instantly when something changes.
Step 3: Set an Action
Once a trigger happens, you define what should happen next.
This is where your sales process becomes automated.
Example Actions:
Send an email to the customer
Notify a sales rep or manager
Change a status automatically
Why this matters
Actions remove manual steps from your workflow.
Your team no longer has to:
Remember to follow up
Move items manually
Send repetitive emails
Chase internal updates
The system handles it.
Step 4: Consider Multi-Step Automations
Not every sales process is one step.
In SalesBoard, you can build multi-step automations where one trigger creates multiple actions.
This is how you build real workflow momentum.
Example:
When a quote is marked “Accepted”:
Notify sales rep
Change overall status to “Accepted”
Change Invoice status "Invoice Customer"
Important:
Multi-step Automations are NOT built inside a single automation logic chain.
Instead: Each automation should be created separately.
For example:
Automation 1
Trigger: When a quote is marked as “Accepted”
Action: Notify the Sales Rep.
Automation 2
Trigger: When a quote is marked as “Accepted”
Action: Update the Status to "Won".
Automation 3
Trigger: When a quote is marked as “Won”
Action: Send the customer an email thanking them for their order.
These are three separate automations, the first two sharing the same trigger event and the third, relying on the Action from the second automation.
Why Automations Matter in SalesBoard
Automations are what turn SalesBoard from a tracking tool into a sales engine.
Without automation:
Follow-ups get missed
Deals stall
Customers wait too long
Sales reps rely on memory
Managers chase updates
Work becomes reactive
With automation:
Every quote has a next step
Every follow-up happens when required
Every status change drives action
Every team member knows what to do next
Nothing slips through the cracks
The real impact
Automation creates consistency.
And consistency is what drives:
More closed deals
Faster response times
Better customer experience
Higher team accountability
Predictable sales growth
Key Takeaway
SalesBoard automations are built around a simple idea:
If something happens in your sales process, the system should automatically tell you what happens next.
By combining:
Clear triggers
Simple actions
Smart multi-step workflows
You create a sales system that doesn’t rely on memory or manual effort.
Instead, your SalesBoard becomes a structured, automated engine that keeps every opportunity moving forward — from quote to close.