SalesSheet.ai — New Automation
Step 1: Choose a Trigger
Select the event that will start your automation.
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Deal Stage Change
Fires when a deal moves from one pipeline stage to another.
Example: Deal moves to "Closed Won"
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Field Change
Fires when a specific field value is updated on any record.
Example: Owner field changes
New Record
Fires when a contact, deal, company, or task is created.
Example: New contact is added
Scheduled
Fires on a schedule or after a delay relative to record dates.
Example: 3 days after last activity