How to trigger an automation using tags?

Tags can be used for triggering automations in Spotler CRM. This way, an automation will be launched when a certain record is added to a tag.

When creating a new automation, you get the option of Tagged as the trigger. When selecting this, you now can select the tag you want this automation to be triggered for. This goes for both static and dynamic tags. Behind every tag, you see the object of this tag in between brackets. Click on Confirm and the trigger is now added to your automation.

CRM-automationTags.png

Want to know more about the Automation functionality? Read this article: Automations

Looking for more in-depth knowledge about the Tags module, where you can manage re-usable segments of records? Read all about it in this article: Tags