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How to set up deal automation

In this guide, learn how to efficiently set up deal automation by configuring trigger dates and custom conditions.

victoriaworkflowsvictoriaworkflows
·48 steps·71 views·Published

In this guide, learn how to efficiently set up deal automation by configuring trigger dates and custom conditions. Follow the step-by-step process to ensure your automation runs seamlessly based on deal closure dates.

Step-by-step Guide48 steps

  1. Click Automation

    Click Automation
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  2. Click Date triggerStart automation based on a date field

    Click Date triggerStart automation based on a date field
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  3. Click Select item

    Click Select item
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  4. Click Deal

    Click Deal
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  5. Click Select field

    Click Select field
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  6. Click Deal closed date

    Click Deal closed date
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  7. Click Before date

    Click Before date
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  8. Click Number of days

    Click Number of days
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  9. Type "1" in Days

  10. Click Africa/Lagos

    Click Africa/Lagos
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  11. Click US/Eastern

    Click US/Eastern
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  12. Click Apply trigger

    Click Apply trigger
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  13. Click on "Click here."

    Click on "Click here."
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  14. Click Add custom condition

    Click Add custom condition
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  15. Click Filter

    Click Filter
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  16. Click Select comparator

    Click Select comparator
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  17. Click matches

    Click matches
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  18. Click on "Click here."

    Click on "Click here."
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  19. Click All won deals

    Click All won deals
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  20. Click Apply conditions

    Click Apply conditions
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  21. Click on "Click here."

    Click on "Click here."
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  22. Click Emailnew

    Click Emailnew
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  23. Click Send email

    Click Send email
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  24. Click Next

    Click Next
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  25. Click on "Click here."

    Click on "Click here."
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  26. Click on "Click here."

    Click on "Click here."
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  27. Click on "Click here."

    Click on "Click here."
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  28. Click Next

    Click Next
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  29. Click on "Click here."

    Click on "Click here."
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  30. Click Deal contact person email

    Click Deal contact person email
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  31. Click on "Click here."

    Click on "Click here."
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  32. Type "Quick check-in before we finalize"

  33. Click on "Click here."

    Click on "Click here."
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  34. Type "Hi "

  35. Click on "Click here."

    Click on "Click here."
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  36. Click Deal contact person name

    Click Deal contact person name
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  37. Type "Hi 1Deal contact person name!Just checking in as w..."

  38. Click on "Click here."

    Click on "Click here."
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  39. Click Deal title

    Click Deal title
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  40. Type "Hi 1Deal contact person name!Just checking in as w..."

  41. Click on "Click here."

    Click on "Click here."
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  42. Click Yes

    Click Yes
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  43. Click Apply action

    Click Apply action
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  44. Click Save

    Click Save
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  45. Click on "Click here."

    Click on "Click here."
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  46. Press a

  47. Type "Day Before Deal Close Automati..." in Untitled 01/21/2026 16:49:10

  48. Click on "Click here."

    Click on "Click here."
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