Actualizar automáticamente etiquetas la cuenta

Let your pipelines do the work for you: automate applying and removing account tags at any pipeline stage. For example, your leads will automatically get the New client tag instead of the Leads tag after they make a prepayment. 

In this article, you will learn how to set up this automation in pipeline stages, but this approach also applies to setting up this automation in custom job statuses .

Paso 1. Cree etiquetas

Before adding the automation , you have to decide which tag must be applied or removed automatically. Use the following questions for reference: 

• Which client group would you like to see by filtering the account list? Returning clients, Tax clients, etc.

• Which client group requires a different process with specific automations? E.g. Weekly, Monthly, Quaterly.

• For which client group do my team members need a specific set of tasks to proceed with the provided services? E.g. QBO Clients

• Y así sucesivamente

Make sure you’ve created tags for particular groups of clients.

Segundo paso. Añada la automatización Actualizar cuenta etiquetas al proyecto

Nota

Adding the Update account tags automation will block the stage for manual job moving for team members without the Manage tags access right.

To automatically apply or remove tags you’ve created, follow these steps:

1. Select the stage on your pipeline, when tags must be applied or removed, then add the Update account tags automation. While adding, select tags you want to be automatically added or removed to the client account at this stage.

2. Once the job enters the stage, tags are applied and removed accordingly. 

Nota

For the Update account tags automation, it doesn’t matter if automove jobs is toggled on for the stage. The automation is triggered automatically and doesn’t need actions either from the client or the firm to be completed. Also, no elements are linked to the job when the automation is triggered.

Esta automatización puede añadirse de varias maneras:

• Clear existing account tags toggled on, and Add Account Tags field empty: When a job enters this stage, all applied tags are removed from the account.

• Clear existing account tags toggled on, and Add Account Tags field filled in: When a job enters this stage, all applied tags are removed from the account, and tags selected in the Add Account Tags field are applied to the account.

• Clear existing account tags toggled off, and Add Account Tags field filled in: When a job enters this stage, all applied tags remain assigned to the account, and tags listed in the Add Account Tags field are applied to the account.

• Clear existing account tags toggled off, and Remove Account Tags field filled in: When a job enters the stage, tags listed in the Remove Account Tags field are removed from the account.

• Add Account Tags field, and Remove Account Tags field filled in: When a job enters the stage, tags listed in the Add Account Tags field are applied to the account, and tags listed in the Remove Account Tags field are removed from the account.

Advertencia

Try to use this feature along with conditional stages and automations so that the next events in your pipeline will be triggered for the accounts to which the tags are automatically applied.

Paso 3. Observe el orden de las automatizaciones

When building complex pipelines using Update account tags automation and conditional stages and automations, be aware of the order of automations. Take into consideration that automations are triggered one by one, from first to last. 

Compare las dos imágenes siguientes para comprenderlo mejor. 

• In the example on the left, a task will be created for all accounts that have an Ext Needed tag, then the Ext Needed tag for the accounts will be removed and Ext Filed applied.

• In the example on the right, the Ext Needed tag for the accounts will be removed and Ext Filed applied, and since there are no accounts with Ext Needed tag anymore, the task will not be created.

To change the order of automations, click on any automation inside the stage, hover the mouse over the  Move icon, then drag-n-drop it. 

Cambia etiquetas al mover o añadir trabajos

Las opciones que elija en la configuración de proyecto son las predeterminadas. Sin embargo, siempre puede decidir qué etiquetas se aplicará o eliminará al mover su trabajos manualmente o añadirlos a la proyecto.

If there is an Update Account Tags automation created inside a selected stage you are moving jobs to, it is displayed on a pop-up. You have the following options:

• Si desea que la automatización se active con la configuración predeterminada, déjelo como está
• If you don’t want the automation to be triggered, untick the checkbox 
• Si desea modificar los parámetros de etiquetas, añada o elimine los que necesite
• If you want to clear all existing tags for the account(s), toggle on Clear account tags

Also, you can see applied tags from the kanban view, as well as add or remove tags by editing a job card on the spot.

Comparte

Enlace copiado