TABLE OF CONTENTS
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 Filter Options
| 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.
