Action: Field Update


1. To change the opportunity/task automatically, click the "Create" button and select "Field Update."

2. Enter a name for your automation. This should briefly outline your automated action. For example, "Changing the Assignee." It will be displayed on the automation board.

3. In the Run field, choose a time when specific action (sending notification) will occur:

  • Immediately. The automation rule is run immediately after the stage/status change.
  • X minutes/days/hours after the Current time, End Date or the Start Date, Created and Modified, as well as Completed and Opened dates for tasks. For example, the notification is to be created in 5 days after the current time.
  • X minutes/days/hours before the End Date or the Start Date. Automation is run the specified number of minutes (hours, days) before the specified date. For example, the notification is to be created 1 day before the opportunity end date.
  • Exact time — select the Start date or the End date, Created and Modified, as well as Completed and Opened dates for tasks. The automation is run exactly at a specified time, for example, on the task deadline.

4. Add the condition that must be met for your rule to continue running. To create a condition, select an opportunity field and custom values for the condition. Learn more.

5. After previous automation rule. You may set up the sequence of automation rules. This option empowers you to create a sequence of actions when your rule shouldn’t be run before the previous rule is applied.

6. Add an assignee. Use the "Opportunity/Task: Assignee" variable to automatically place the required responsible person from each opportunity or task.

7. Select Save to apply your changes.