Automation Workflows

Step through the 5-step automated workflow that creates Contacts, Groups, and Deals when an Opportunity is approved.

Step 0 of 5
⚡

Automation Trigger

When CMO Approval = "Approved" AND Setup Approval = "Approved"

1

Check/Create Contact

Search Create

Search the Contacts board for an existing contact with the same email address. If not found, create a new Contact record.

✓ IF FOUND
  • Get existing Contact ID
  • Proceed to linking
⚠ IF NOT FOUND
  • Create new Contact item
  • Copy: Name, Email, Phone, Telegram
  • Set Source = "From Opportunity"
  • Get new Contact ID
2

Check/Create Group

Search Create

Search the Groups board for an existing group with the same company name. If not found, create a new Group record.

✓ IF FOUND
  • Get existing Group ID
  • Proceed to linking
⚠ IF NOT FOUND
  • Create new Group item
  • Copy: Company Name, Type, Website
  • Set Industry = "iGaming Affiliates"
  • Get new Group ID
3

Link Contact → Group

Link

Update the Contact record from Step 1 to establish the relationship with the Group from Step 2.

🔗
Set "Related Group" field
⭐
Set "Primary Affiliation" = True
📋
Only if first contact for group
✓
Contact now linked to Group
4

Create Deal

Create Link

Create a new Deal item with all relevant data from the Opportunity, and establish links to the Contact and Group.

📄
Copy all Opportunity fields
👤
Link to Primary Contact
🏢
Link to Related Group
📊
Set Status = "Pending Tracking"
Deal Status: "Pending Tracking Links"
Primary Contact: {Contact from Step 1}
Related Group: {Group from Step 2}
Converted From: {This Opportunity}
5

Send Notifications

Notify

Notify relevant team members and create follow-up tasks to ensure the new deal is properly set up.

📧
Notify CMO: Deal created
📧
Notify AM: Setup your deal
✅
Create Task for CMO
🔗
Generate tracking code task
To CMO: "Deal created for {Opportunity Name}, ready for tracking code generation"
To AM: "Setup your new deal: {Deal Name}"
Task: "Generate tracking code for {Deal Name}"