How do I create an automated action?

*Available for Professional and Business Plans

*Automated actions can only be created by account owners and admins

 
 
How to Create an Automated Action?
 
 
1 - Log into ProsperWorks using an Admin account
2 - Click on the ProsperWorks Menu  in the top left corner
3 - Click on System Settings 
 
 
4 - Click on Automated Actions
 
 
5 - Click on Add New 
6 - Enter a Name for the new Automated Action, click Next
 
 
7 - Specify the trigger by selecting the Entity and Trigger 
 
 
8 - Set the Task(s) to be created from the Trigger
 
 
9 - Click "+ Add New Task" to create additional Tasks for this Trigger
 
 
10 - When finished, click on “Save Automated Action” 
 
 
How to Edit or Delete an Existing Automated Actions?
 
1 - Log into ProsperWorks using an Admin account
2 - Click on the ProsperWorks Menu  in the top left corner
3 - Click on System Settings 
4 - Click on Automated Actions
 
Click on the Edit icon next to the Automated action you want to edit 
 
 
Click on the Trash icon next to the Automated Action you want to delete
 
 
Take a look at this video on the Automated Actions feature! 
 
 
 

If you have more questions about using ProsperWorks, check out our helpful Resource Section!

For further help or comments, head over to our Community Section!

 
 
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