What a rule can do

Handlinger (i rækkefølge) — a rule can do several things, and they run in the order you list them. Each one has a Handlingstype.

The common ones are creating a task, sending an email, notifying a user, updating a field on the record that triggered the rule, and Send webhook — POST JSON til en ekstern URL (Slack, Zapier osv.). That last one is how you reach a system we do not integrate with; the Webhooks page in the sidebar is the Tripletex delivery log, not this action. See Webhooks.

Values can come from the trigger. Free-text fields in an action accept variables from the record that fired it, written in double braces — Værdi eller {{variable}}. So a task created when a deal reaches a stage can be titled with that deal's own name rather than something generic, which is the difference between a useful task list and a wall of identical rows.

Link what you create. When a rule makes a task, connect it to the record that triggered it. Valgfrit: kobl opgaven til en mulighed, kunde eller kontakt; tilføj tags; skift status; tildel medejer; eller sæt andre aktivitetskolonner. An automated task floating free of any customer is one nobody can act on without going looking, and most people will not.

Knyt opgaven til CRM-poster, tilføj tags eller sæt andre tilladte felter. Fritekst understøtter {{variables}} fra udløseren. Felter du lader stå tomme, sættes ikke på den nye opgave.

Write real email content. An automated email goes to a customer without anyone reading it first, so a template left at its default wording gets sent exactly as-is. Write the subject and body properly, and use variables so it reads as though a person wrote it.

Order matters when actions depend on each other. If one action creates something a later action refers to, it has to come first in the list.