Do you want a change in the status of a deal in a selected process to trigger the creation of a new deal?

Use Livespace automation to accomplish this quickly and easily!

Workflows in Livespace allow you to create cause-and-effect links between different activities – without the need for specialist knowledge. Thanks to this, you will organize and accelerate your sales activities.

Availability and number of automations depend on your Livespace package. You can find details of the limits in our price list.

In this article:

Workflows allow you to link an event (trigger) with an activity (action). In practice, this means that when you perform action A in Livespace (for example, if you change the status of deal in a selected process), action B will also be performed automatically (for example, adding new deal).

When the status of a deal in process A changes, the deal’s form will be copied and a new deal will be created in another process.

This is useful when, for example, you fill in important customer fields in the qualification process and want those fields to be populated in the sales process.

Only admins have access to workflows. To get started, go to your profile icon in the upper right corner and select Workflows. There, you'll see a list of existing workflows and the option to create new one.

Select “Create New” in the workflows window that opens.

Trigger

Name the automation and select a trigger based on the deal status.

Effect

In the next step, select “Create deal in a another process” and choose a process from the list of available options.

Condition if

To limit workflow to a specific process, add the appropriate filter.

Select a process from the available options.
​

Save the workflow and activate it from the screenshot or in the workflows list.

Done!

The workflow will add a note regarding the copied deal and make relationship to the original deal.

Go to the list of workflows and use the toggle switch in the ‘Status’ column to deactivate the selected one.

See also: