Rule Based Automations

Set customizable rules to trigger automated actions that occur when certain conditions are met, such as creating a new task when a customer sends an email or generating an invoice when an order is placed.

Create rules that trigger automatic actions when specific conditions are met, such as when a customer completes a purchase or when an invoice is due. Easily configure automation rules and customize them to fit specific business needs.

Sales teams can use this feature to automate repetitive tasks such as sending out follow-up emails to customers, setting reminders for themselves, and creating follow-up tasks for sales reps. This can also be used to automate lead scoring, allowing sales teams to quickly identify which prospects are most likely to convert.

Streamline Business Processes

Increase Productivity

Enhance Customer Experiences

Improve Data Accuracy

Maximize efficiency and reduce manual effort by automating repetitive tasks. Automate common customer service tasks to free up resources for higher-value work. Reduce errors and improve accuracy with automated data entry.

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Key Features of Rule Based Automations
with Deskera ERP.

Automate Lead Nurturing

Establish rules to ensure leads receive timely and relevant follow-up

Automate Sales Opportunities

Automatically assign sales opportunities to appropriate personnel based on specified criteria

Automate Lead Qualification

Automatically qualify leads based on specified criteria to ensure leads are directed to the right sales person

Automate Lead Scoring

Rank leads based on their attributes to prioritize follow-up

Automate Lead Assignment

Automatically assign leads to the right team or individual based on specified criteria

Automate Follow-up Tasks

Set up rules to ensure timely follow-up with leads and customers

Automate Customer Segmentation

Segment customers based on their attributes to ensure they receive relevant offers

Automate Campaign Workflows

Automate repetitive tasks within campaigns to ensure maximum efficiency

Automate Customer Journey Tracking

Track customer journeys to ensure leads are being handled in the most effective manner

Automate Lead Conversion

Automatically convert leads to customers based on specified criteria

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Frequently asked questions

Deskera Rule Based Automations

What is Rule Based Automation?

How does Rule Based Automation work?

What are the benefits of using Rule Based Automation?

What types of processes can be automated with Rule Based Automation?

What is the difference between Rule Based Automation and other types of automation?

Are there any limitations to Rule Based Automation?

Does Rule Based Automation require any special training?

What type of data can be used in Rule Based Automation?

How secure is Rule Based Automation?

How does Rule Based Automation integrate with other software?

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Rule Based Automations

Set customizable rules to trigger automated actions that occur when certain conditions are met, such as creating a new task when a customer sends an email or generating an invoice when an order is placed.