SalesSheet.ai — Automations
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New Automation
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When this happens...
🔄
Stage Change
When a deal moves to a new pipeline stage
✏️
Field Change
When a specific field value is updated
➕
New Record
When a contact, deal, or task is created
→
Do this...
📋
Create Task
Generate a task with title, due date, assignee
💬
Send Slack Message
Post to a Slack channel with deal details
🔔
Send Notification
In-app or email notification to team