How It Works
Simple logic. Powerful results.
Every automation in BizSales follows one simple principle you define what triggers an action, and what should happen next. No flowcharts. No technical setup. Just business logic in plain language.
IF TRIGGER WHEN THIS HAPPENS...
A new lead is created
From web form, manual entry, or import
A deal changes stage
e.g. moved to "Proposal Sent" or "Won"
A follow-up becomes overdue
After a set number of days with no action
A quotation is created or approved
Including discount threshold conditions
A field value is updated
e.g. account type, deal value, or custom field
A time-based condition is met
e.g. AMC renewal due in 30 days
THEN ACTION DO THIS AUTOMATICALLY
Assign to a rep or team
Round-robin, by territory, or by rule
Send a notification
Email or WhatsApp to rep or manager
Create a task
With due date, assignee, and priority pre-filled
Escalate to manager
Alert when a rep hasn't acted in time
Update a field value
Change status, category, or any custom field
Trigger an approval request
Send for manager sign-off with one click
6 Automation Types
Every repetitive task your team does automated
Six purpose-built automation types that cover the most common manual work in a sales and operations team.
01
Auto-assign Leads
The moment a lead enters BizSales from a form, import, or manual entry it's automatically assigned to the right rep based on territory, product category, or round-robin rotation. No manager intervention needed.
IF New lead created with region = "Gujarat"
THEN THEN Assign to Arjun S. + send WhatsApp alert
02
Email & WhatsApp Notifications
Send instant notifications to your team or customers when something important happens a deal is won, a quotation is sent, a payment is overdue, or a new account is created. No manual follow-up messaging.
IF Deal stage changes to "Won"
THEN THEN Send WhatsApp congratulations to rep + notify manager
03
Auto-create Tasks on Stage Change
Every time a deal moves to a new stage, the next action is created automatically with the right assignee, due date, and priority already set. Your reps always know exactly what to do next, without being told.
IF Deal moves to "Proposal Sent"
THEN THEN Create task "Follow up on proposal" due in 3 days
04
Escalation Alerts
If a rep hasn't followed up on a hot lead or an overdue task within a set number of days, the system automatically alerts the manager. No more leads going cold silently managers are in the loop before it's too late.
IF Follow-up on "Hot" lead overdue by 2+ days
THEN THEN Notify sales manager + flag lead as "At Risk"
05
Auto-update Fields
Keep your CRM data clean and consistent without manual updates. Automatically change a contact's status, account category, deal priority, or any custom field when a defined condition is met so your data is always accurate.
IF No activity on account for 60 days
THEN THEN Update account status to "Dormant"
06
Approval Workflows
Deals or quotations that cross a threshold high discount, large order value, or special payment terms are automatically sent for manager approval before proceeding. Keeps control where it belongs without slowing down the team.
IF Discount on quotation exceeds 15%
THEN THEN Send approval request to sales manager before sending
The Rule Builder
Set up a rule in under 2 minutes
No developer. No training. Just pick your trigger, set your condition, and choose what happens next. Every rule can be toggled on or off at any time.
Choose your trigger
Pick what event starts the automation a new lead, a stage change, an overdue task, or a field value update.
Set your condition (optional)
Narrow it down only trigger when the deal value is above ₹5 lakhs, or when the region is "Maharashtra", or when the rep is unassigned.
Define your action(s)
Choose what happens assign to a rep, send a WhatsApp, create a task, escalate, update a field, or trigger an approval. You can stack multiple actions on one trigger.
Activate and done
Turn the rule on. BizSales runs it 24/7 from that moment. Toggle it off anytime without deleting it.
New Automation Rule
TRIGGER
Deal stage is changed
CONDITION
New stage equals
Proposal Sent
ACTIONS
Create task: Follow up on proposal - due in 3 days
Send WhatsApp to assigned rep
Add another action
Real-World Examples
Automation built for your industry
See exactly how businesses like yours use BizSales automation rules in practice.
Workflow: New Enquiry from Dealer
TRIGGER
New lead created source: dealer enquiry form
CONDITION
Region = "Gujarat" OR product category = "Industrial Pumps"
ACTION 1
Assign to Arjun S. (Gujarat territory rep)
ACTION 2
Send WhatsApp to rep: "New lead from {company} respond within 4 hours"
ACTION 3
Create task: "Call and qualify lead" due today, high priority
For manufacturers: zero lag on dealer enquiries
Every inbound dealer enquiry is routed to the right territory rep instantly, with a WhatsApp alert and a qualification task already created. Your rep knows within seconds not hours.
Other Useful Rules for Manufacturers
More Capabilities
Built to run reliably in the background
Multiple actions per rule
One trigger can set off multiple actions at once assign a rep, create a task, and send a WhatsApp notification all from a single event.
Enable / disable anytime
Toggle any rule on or off without deleting it. Useful for seasonal campaigns, temporary process changes, or testing new workflows.
Automation activity log
Every time a rule fires, it's logged what triggered it, what action was taken, on which record, and when. Full auditability with no extra effort. Connects to your Reports & Dashboard.
Works across all modules
Automation rules connect across Contacts, Tasks, Pipeline, Quotation, and more so a trigger in one module can fire an action in another.
Role-aware actions
Actions are assigned and notified based on the user's role reps receive task assignments, managers receive escalations, and admins see the full log.
Approval controls
Approval workflows ensure high-value or out-of-policy deals always get manager sign-off protecting margins and maintaining process discipline across your sales team.
Connected Features
Automation connects everything together
Every automation rule works across BizSales modules so actions in one place ripple through the whole system.
Contacts & Accounts
Auto-assign leads, update account fields, and trigger alerts when contacts meet defined conditions.
ExploreActivities & Tasks
Auto-create tasks, set due dates, assign reps, and escalate overdue follow-ups all triggered automatically.
ExplorePipeline & Deals
Every stage change in your pipeline can trigger a chain of actions tasks, notifications, approvals, and field updates.
ExploreReports & Dashboard
See how many rules fired this month, which ones are most active, and the time your team saved through automation.
ExploreFAQs
No. BizSales automation uses plain-language rule configuration you pick a trigger from a dropdown, set optional conditions, and choose what action to run. No coding, no flowchart tools, no developer involvement. If you can fill out a form, you can build a rule.
The number of active rules depends on your plan. Business and Enterprise plans include a generous limit suitable for most growing teams. Contact us for details on your specific plan's limits and we can walk you through what's right for your team size.
Yes. A single trigger can run multiple actions simultaneously for example, when a deal moves to Won, you can auto-create an invoice task, notify the accounts team, send a WhatsApp to the rep, and update the deal's close date field all from one rule.
When a rule triggers an approval for example, a quotation with a discount above a set threshold the designated approver receives a notification with a link to review and either approve or reject the record. The deal or quotation is held pending that decision, and the rep is notified of the outcome automatically.
Yes. BizSales keeps a full automation activity log showing every rule that fired, the record it triggered on, the action taken, and a timestamp. This data also feeds into your Reports dashboard so managers can see automation volume and spot rules that may need tuning.
No. Disabling a rule simply stops it from firing on future events. All tasks, notifications, and field changes already executed remain as-is. You can re-enable the rule at any time without losing its configuration.
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