AllClients Knowledge BaseWhite Label CRM Communications AccountTrigger an Action Set Every Time a New Account is Created

Trigger an Action Set Every Time a New Account is Created

Use your Communications Account to trigger an Action Set every time you add a new user account to your system. This Action Set can help you manage all of your outgoing Communications.

An example of a great use for this process would be to trigger an Autoresponder series to help train new users. You can also incorporate To-Do reminders for your team members to call and check in with new users after a period of time. The options are endless.

Each Group can have its own Action Set. Here is how you make it work.

Create your Action Set in your Communications Account.

Name the Action Set EXACTLY like this so it can be triggered automatically. New Account: Group Name

Make sure you type New Account with the caps as it is here, add the colon, make ONE SPACE and then add your Group Name EXACTLY as it appears in the Admin Panel.

For Example, if I call my group Real Estate Agents, then my Action Set will be named New Account: Real Estate Agents

Add your desired Actions to the Action Sets.

Remember, the communication account's automatic sync happens at midnight. If you want your Autoresponder to go out at a different time, add a Pause to add a few hours to the start of the Action Set.

IMPORTANT NOTE ----  If you delete a contact from the COMM account, it will get re-added next time you sync and the ACTION SET WILL RUN AGAIN