Automations

Automate emails, notifications, workflows and more

Rules

Automatically trigger actions based on the conditional value of fields of the object checked when the object is created or edited.

Conditions are operators such as equal to, not equal to, contains text, changed, etc. Set up simple rules or combine rules with ‘ands’ or ‘ors’ to create rules of any complexity.

Escalations

Automatically trigger actions if an object stays in one state for too long.

Indicate a time frame in minutes to days, and trigger if the object does not move from one state to a specific follow-up state in that time period.

Book a Demo

Want to see how TeamTracks will give you control over how your team works and make them successful? Sign up for a  customized walk-through.

Book a Demo

Manual – Buttons

Manually trigger actions when a button is pushed by a team member.

This allows actions to be manually fired. A button is associated with one or more actions and is placed on a screen. 

Send Email 

Send automated emails to team members and customers as notifications and to keep the workflow flowing.

Free up time for your teams so they do not need to prepare and send emails manually. Emails can include text, HTML and images, any custom fields of the object, and attached documents.

Try Out TeamTracks

Are you ready to experience TeamTracks in action?
Sign up for a free trial.

Initiate Your Free Trial

Instant Messaging

Instant Messaging

Send instant messages to team members as notifications, to ensure nothing falls through the cracks. 

Messages appear immediately on the team member’s screen. Free up team members’ time as these are sent automatically. Messages can include any custom fields related to the object.

Instant Messaging

Highlight

Highlight the object in any color as a visual notification or status indication.

Change Field Value

Automatically change the value of any custom field based on rules or escalations.

Talk to a TeamTracks Professional

Would you like to speak with us to find out if TeamTracks is right for your business? Our process management pros are here to answer your questions - no strings attached.

Talk to a TeamTracks Professional

Change State

Change the state of an object automatically, based on rules.

This streamlines the process, and ensures states are only changed when certain conditions are met.

Subscriptions

Subscriptions

Team members can subscribe to a specific object to be alerted when the object, or when a specific field of the object, is changed.

This way they are alerted automatically and immediately of critical changes to important objects they are following.

Subscriptions
Custom Data
Custom Workflows
Automations
Role-Based Access
Team Interface
Customer/Client Interface