Automations are a key part of setting up your SalesBoard. They help streamline processes, reduce manual work, and ensure opportunities move consistently through your sales pipeline.
Each automation follows a simple rule:
When this happens → do this
eg. When Status is Updated → Notify Customer
Remember, while automations can work together to create a multi-step workflow, each automation must be configured separately. Multiple automations can share the same trigger to achieve the overall workflow you want.
Automation Flow 1:
Create and Finish Quote
Workflow Goal
When a new opportunity reaches the quote creation stage, automatically notify both the Sales Representative and the customer so that work begins immediately and expectations are set.
Why This Matters
This ensures immediate action from both sides.
Internally, the Sales Representative knows exactly what needs to happen next.
Externally, the customer is reassured that their request is being handled.
Automation 1: Notify Sales Representative
Notify Sales Representative that quote needs to be prepared.
Copy and Paste template text:
Hi {{user.firstName}},
A new sales opportunity has entered the quote creation stage.
Please prepare the quote and continue progressing this opportunity.
Thank you
Automation 2: Notify Customer
Notify customer that you have received their request and a quote will be sent through when ready.
Copy and Paste template text:
Hi {{customer.name}},
Thank you for your enquiry.
Our team is currently preparing your quote and we'll be in touch shortly with further information.
If you have any questions in the meantime, please let us know.
Kind regards,
{{user.firstName}}
Automation Flow 2:
No Response → Start Follow-Up Flow
Workflow Goal
When a customer has not responded to a quote, automatically begin a structured follow-up process that keeps the opportunity active and the customer engaged.
Why This Matters
Automate follow-up actions to keep opportunities moving and nothing falling through the cracks.
Copy and Paste template text:
Hi {{customer.name}},
I just wanted to follow up regarding the quote we recently sent.
Please let us know if you have any questions or if there's anything we can assist with.
We look forward to hearing from you.
Kind regards,
{{user.firstName}}
Automation Flow 3:
Quote Accepted → Internal Execution Flow
Workflow Goal
When a customer accepts a quote, automatically notify the relevant team members, begin the internal handover process, and keep the customer informed about what happens next.
Why This Matters
Automating the sales-to-delivery handover helps work start sooner, improves team coordination, and creates a smoother customer experience.
Automation 1: Notify Sales Representative
Notify Sales Representative that quote has now been accepted.
Copy and paste template text:
The quote for {{customer.name}}, {{quote.number}} has now been approved and ready to progress through to the next steps.
Automation 2: Notify Customer of Next Steps
Thank you customer and instil trust by letting them know of next steps.
Copy and paste template text:
Hi {{customer.name}},
Thank you for approving your quote.
We're excited to get started and our team is now preparing the next steps for your order.
We'll keep you updated as work progresses.
Kind regards,
{{user.firstName}}
Key Takeaway
Automations help streamline your sales process by reducing manual work, improving team communication, and ensuring opportunities progress consistently. They also create a better customer experience through timely follow-up, clear handovers, and consistent communication.