跳到内容
Peak Atlas

Peak CRM · Automations

Routine work as
a flow you can check.

When a deal changes stage, a task for the next step can follow. You see trigger, condition and action before anything runs.

Start Peak CRM for free

Example flow · no execution · nothing is saved

Peak CRMThe trigger
TaskThe action
Task · Example mapping
One mapping in detail
01 / Peak CRMTrigger
02 / Fictional test valueQuote
03 / Taskopportunity.stage

A readable field path as an example. No transfer.

View all 5 mappings
Example field mapping with fictional values.
Peak CRMTask property
Triggeropportunity.stage
Conditiondays_without_reply
Actiontask.create
负责人task.assignee
Approvalapproval
Example mapping
No transfer
You set up connections in the product. Nothing is connected on this page.
One concrete target

Understand fields. Keep the source.

TaskArrival in the workspaceNot checked yet

The mapping shows the translation. Only a test in your workspace shows what actually arrives.

02 / Preview before execution

Automating is not letting go.

A flow needs a clear trigger, a condition you can check and your approval.

  1. 01 / The trigger

    Choose a trigger

    For example: a deal moves to the quote stage.

    When should something happen?Deal stage changedNo replyMeeting over
  2. 02 / The condition

    Review the flow

    Condition, action and owner are visible in advance.

    Under which requirement?A certain stageWaiting time负责人
  3. 03 / The approval

    Switch it on yourself

    A flow only runs once you have reviewed and activated it in the product.

    Who switches it on?Read the preview测试Activate on purpose

Trust needs clarity

Status, requirements and limits.

01 / The existing evidence

A preview, not an execution

This page shows an example flow. No task is created and nothing is sent.

Deal / TaskEXAMPLE
Peak CRMField mappingTask
Mapping
Example
Arrival in the workspace
Not checked

02 / Your check

Permissions still apply

A flow may only do what the person it runs for is allowed to do.

Account
Not connected
Permission
Grant in the product

03 / The clear limit

Risky steps wait for approval

Steps with an outside effect need a confirmation before they run.

  • Trigger
  • Condition
  • Action
  • Approval

The next step

Read first. Then switch on.

Start Peak CRM and review your first flow before it runs.

Start Peak CRM for free
Your field mappingNOT CONNECTED
Peak CRM→Task
Trigger → opportunity.stage

Check in your workspace what actually arrived.

Frequently asked questions

Does a flow run right after it is created?

No. A flow only runs once you have reviewed and activated it in the product.

Can an automation do more than I can?

No. A flow may only do what the person it runs for is allowed to do.

Is anything executed on this page?

No. The page shows an example flow. No task is created and nothing is sent.

More in Peak CRM