1.Detect configured install status entry
Integrate Close to detect opportunity status changes and link the opportunity to downstream tasks.
Create installation tasks and assign owners from deal status
Automatically monitor deal status changes across Close. Create and assign installation tasks when an opportunity enters the configured execution stageβso you can route fee payment, mobilize installers, and kick off QA verification without manual follow-up.
How this automation creates install tasks from deal progress
When deal execution moves forward without assigned owners, timelines slip and installers wait. This automation selects owners, creates fee payment tasks and execution tasksβso your team can act immediately.
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2.Select fee owner from group
Integrate Close and task assignment tools to choose a fee owner from the configured owner group.
3.Create fee payment task
Integrate Close and task management tools to create a fee payment task and assign it to the selected owner.
4.Create execution tasks and assign owners
Integrate Close and project task routing to create mobilization and QA verification tasks and assign owners.
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