AUTOMATIONS

Automations.

Trigger workflows on any event — missed quote, silent customer, route deviation — and let WiseParts handle the follow-up.

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Pick a trigger. Stack the actions. Walk away.

Wire events to outcomes with conditions and timed action chains. Templates ship as starting points — every step is logged and skipped if conditions stop matching.

Start from a proven template.

Quote recovery, auto-close after 4h, big-quote alerts, conversation escalations — copy one and tweak.

Templates Library

Attempt to convert open quoteNew

When a quote above €100 is created, attempt recovery at 1h and 3h before closing.

Close open quotes after 4hNew

Change pending quote status to Closed automatically after 4 hours.

Notify big quotesNew

When a quote above €1000 is created, notify the salesman immediately.

Notify on tag appliedNew

When a tag is manually applied to a conversation, notify the assignee.

Close spam conversationsNew

When a conversation arrives with spam keywords, auto-close to filter.

Copied · ready to edit

Trigger on any business event.

Quote created, order placed, call ended, customer added, conversation tagged. One trigger per automation, with the right context attached.

Trigger events Event

Select event

Chain actions with delays.

Send recovery, wait an hour, send again, then auto-close — all in one automation. Each delay re-checks conditions before firing.

Action chain Auto

Filter with the conditions that matter.

Combine fields, operators, and values with AND/OR groups. The automation only runs when the scenario matches.

Conditions Filter

Conditions

ANDORValueGreater than€100

ANDORStateEqual toIs open

ANDORBrandEqual toOEM

ANDORChannelEqual toWhatsApp

Multiple actions per rule

Send a notification, create a task, change a status — chained in the order you want them to fire.

Per-action delays

Run immediately or wait minutes, hours, or days. Build follow-up sequences without external schedulers.

Toggle without deleting

Pause an automation while you test changes — re-enable it without losing the rule, conditions, or history.

Logs for every run

See success, errors, delayed, and skipped runs. Click into the message for the exact reason a step did or didn't fire.

Merge tags in messages

Inject tag, conversation, and assignee context into notifications — every message lands with the details that matter.

Conditions re-check on delay

If the quote was already converted before the delay fires, the action skips automatically. No duplicate follow-ups.

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