How to Automate Action Plans using Process Builder

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 after 1.471 have this process preinstalled and simply need to enable it. 


Make sure you can add the Action Plan manually before creating the Process. This will save you time if there are errors on your Action Plan.

 

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. Note: the steps are very much the same for Action plans on other objects, but you must relate it to the corresponding object. We point that out further down here. 

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 (or the object you are planning to start the Action Plan on) 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. Note: if you are building this for a different object than contact or other situation, the criteria will be different and needs to reflect your criteria. 
  • Click Save.
  • To the right of the new criteria, click Add Action.
  • Enter details for the action based on the image below.
    Notes:
    - Action Plan Template: ID -> please find the correct record ID of the Action Plan Template you want to use and add it here.
    - this example is based on "Contact". Should you be building this for another object, so you have an Action Plan Template related to another object you want to auto-start, please find the corresponding object to relate to where it says "Contact" in the field column and relate it to the record ID. See the example further below relating a corresponding Action Plan to "Closing".

This is an example for the process builder action for Closing:

2019-02-27_16-37-12.png

*If you have upgraded from an older version and you are not seeing the Copy From Template field, you are using the wrong Action Plan object. As there is a newer revamped Action Plan object.

  • 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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