Automating Action Plans

With Propertybase, you can build automations that happen anytime a specific action takes place. Automations like this are created using process builder. In this article we'll walk through the steps necessary to create this type of automation.

Note: Propertybase accounts created November, 1st 2017 or later have this process preinstalled.


Building the Process

In this example, we will build a process that automatically starts a new Action Plan when a new Contact record is created.

To get started, open the process builder.

  • Click the gear icon in the top right of the screen, then click Setup.
  • In the setup menu, select Process Builder.
  • Click New in the top right corner.
  • Enter details for the New Process based on the image below.

Next, we need to choose which object begins the process and when it starts.

  • Click Add Object
  • Select Contact for Object and select only when a record is created for process start.
  • Click Save.
  • Click Add Criteria.
  • Enter details for the New Criteria based on the image below.
  • Click Save.
  • To the right of the new criteria, click Add Action.
  • Enter details for the action based on the image below.
  • When finished, click Save.
  • Click Activate in the top right corner of the screen.
  • When prompted, click Confirm.

That's it! You have successfully built a new automation with process builder.

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