Automations

Overview

Automations allow SeeRM to perform actions automatically in the background when specific events happen on an order or lead.

They help reduce manual work and ensure that important steps are always handled consistently.

Access & Management

Only Admins can create and manage automations.

• Creation and management: Admin → Automations
• Additional automation settings (to tweak behavior, filters, notifications, etc.): Admin → Settings → Automation

How Automations Work

An automation consists of the following parts:

Trigger

The trigger defines what happens to start the automation.

Examples include:

• Order creation
• Order status change
• Order booked
• Order control created

New triggers are continuously added.

Action

The action defines what SeeRM will do when the trigger occurs.

Examples include:

• Create a task on a board
• Assign an order to a user or squad
• Send an email
• Send notifications

New actions are also added over time.

Value

Some actions require a value to be selected.

For example:

• If the action is Send email, the value would be which template to send

Filters

Filters define which orders or leads are allowed to pass and execute the action.

For example:

• Trigger: Order creation
• Filter: Order type = Installation

In this case, the automation will only run for orders with the order type Installation.

Leads

Leads support automations in the same way as orders, using:

• A trigger
• Optional filters or conditions
• An action

This makes it possible to automate common sales steps and follow-ups without manual work.

List of all automation action

Below is the current list of automation actions.

1. Task Creation - Creates a task on the selected board for the order.
2. Assign to Squad - Assigns the customer to a squad.
3. Send HTTP Request - Sends an HTTP request with order data to a URL.
4. Send Status Email - Sends one or more emails with the current order status.
5. Send Booked Email - Sends one or more emails when an order is booked, including booking details such as date, time, and assignment.
6. SMS to Customer - Sends an SMS message to the customer.
7. Org SMS to Customer - Sends an SMS to the customer using your organization name as sender.
8. Branded SMS to Customer - Sends an SMS to the customer using the order partner name as sender.
9. Assign to User - Assigns the order to a specific user.
10. Send Template To Customer - Sends a template message to the customer.
11. Send Documents to Customer - Sends documents attached to the order to the customer.
12. Send Notification to User - Sends a notification to a specific user.
13. Send Notification to Squad Members - Sends notifications to all users in a squad.
14. Task Creation (no duplicates) - Creates a task on the selected board only if a matching task does not already exist.
15. Add article to order - Adds an article to the order.
16. Change order status - Changes the order status.
17. Send HTTP with Order Control Info - Sends an HTTP request with order control data to a URL.
18. Send HTTP with Order API - Sends an HTTP request using a selected Outgoing Order API configuration and the target URL.
19. Create Order - Creates a new order.
20. Create Order with Parent Type & Partner - Creates a new order using the parent order type and partner.
21. Create Order different Type - Creates a new order with a different order type.
22. Create Order different Partner - Creates a new order with a different order partner.
23. Mark Order as Done - Marks the order as done.

List of all automation triggers

Below is the current list of automation triggers.

1. Creation - Runs when an order is created.
2. Status Change - Runs when order status changes and the configured status condition is matched.
3. Marked As Done - Runs when an order is marked as done.
4. Article Added - Runs when an article is added to an order.
5. Invoice Status Change - Runs when invoice status changes and the configured invoice status condition is matched.
6. Order Control Creation - Runs when an order control is created.
7. Order Info Submitted - Runs when order info is submitted.
8. Todo completed - Runs when todo completion state matches the configured condition.
9. Order Booked - Runs the first time an order enters the Booked status.
10. Order Booked Changed - Runs only when booking date/time/duration changes for an already booked order. It does not run the first time status becomes Booked, and it does not run on assignment changes.

Lead automation actions

Below is the current list of automation actions for leads.

1. Assign to Squad - Assigns the lead to a squad.
2. Assign to User - Assigns the lead to a specific user.
3. Send Template To Customer - Sends a lead template to the customer.

Lead automation triggers

Below is the current list of automation triggers for leads.

1. Creation - Runs when a lead is created.
2. Status Change - Runs when lead status changes.
3. Priority Change - Runs when lead priority changes.
4. Source Change - Runs when lead source changes.
5. Type Change - Runs when lead type changes.

User-Level Automations

In addition to order-based automations, SeeRM also supports user-level automations.

More information can be found in Quick Actions.