SalesBoard Status Change Automations allow businesses to automatically perform actions whenever a status changes within a SalesBoard status column.
This automation type is built around a simple concept:
When a status changes to a specific value (the Trigger), perform an Action automatically.
This allows businesses to automate customer communication, internal notifications, workflow progression, and follow-up processes without manual intervention.
Trigger: Status Changes
The trigger for this automation is a change within a selected SalesBoard status column.
You choose:
Which Status column to monitor
Which Status value should trigger the automation
Examples include:
Lead Status changes to Ready for Quote
SalesDoc Status changes to Sent
SalesDoc Status changes to Accepted
Follow-Up Status changes to Follow Up 1
Payment Status changes to Paid
Once the selected status is reached, Hoops automatically executes the configured action.
Action: Send an Email Notification
One available action is sending an email notification.
Emails can be sent to:
Customers
Sales Representatives
Sales Owners
SalesDoc Creators
Specific Hoops Users
Notifications can include dynamic short codes that automatically personalize the message using customer and SalesDoc information.
Common examples include:
Thanking a customer for accepting a quote
Following up on a quote
Alerting a manager that a deal has been won
Action: Send an SMS Notification
Status Change Automations can also send SMS messages.
SMS notifications are commonly used for:
Quote follow-ups
Customer reminders
Because SMS messages are typically read quickly, they can be an effective way to increase customer engagement and response rates.
Action: Update Another Status
Status Change Automations can automatically update another SalesBoard status column.
For example:
Lead Status = Ready for Quote → Set Sales Status = Quote Required
SalesDoc Status = Sent → Set Follow-Up Status = Awaiting Response
SalesDoc Status = Accepted → Set Sales Status = Won
This allows workflows to progress automatically without requiring additional user input.
Combine Multiple Automations into Sales Workflows
A single Status Change Automation can perform multiple actions at once.
For example, when a SalesDoc changes to Accepted, Hoops could:
Email the Sales Owner
Send an SMS to the customer
Update another status column
Trigger additional automations
This allows businesses to build sophisticated sales workflows that operate automatically as opportunities progress through the pipeline.
Important: each Automation can perform only one action, so to achieve workflows, you would use multiple singular-purpose automations to complete the workflow.
Automation Examples
SalesBoard Status Change Automations are commonly used for:
Lead management
Quote creation workflows
Customer follow-up sequences
Sales pipeline management
Accepted quote processing
Internal sales notifications
Automated customer communication
For practical examples and recommended workflows, see SalesBoard Automation Examples.
Benefits of Status Change Automations
Using SalesBoard Status Change Automations helps businesses:
Reduce manual follow-up
Improve customer communication
Standardize sales processes
Increase team accountability
Accelerate workflow progression
By automatically responding to status changes, Hoops helps businesses create more efficient and scalable sales processes while ensuring opportunities continue moving through the pipeline.