Auto enroll Contacts to sequence, whenever a Deal stage is updated via Webhooks Follow

Automatically enroll a Contact in Sequence whenever a deal stage is Updated in a pipeline by combining the power of two great tools of Salesmate - Workflows and Sequences.

You can auto-enroll contacts to a Sequence using the Webhooks. 

To create a workflow :

• Navigate to the Profile icon on the top right corner
• Click on Setup
• Head over to the Automation category
• Click on Workflow 

• Click on New Rule

Basic Information

• Create a workflow on the "Deals" Module
• Provide a Rule Name
• Give a description if required, then click on Next.

Execute On

• Execute the workflow on Field Update
• Select the field update as Pipeline
• Select 'From' stage >> Select 'To' stage

Rule Criteria

• You can also apply specific conditions to your workflow
• Say, where Tags = Lead

Actions

Under Actions, select "Call Webhooks"

• To ensure the correct implementation of your Workflow, Salesmate suggests you to first enroll a dummy contact inside the sequence, in this way you will be able to fetch all the required attributes to fill inside the webhook headers.
• To achieve the same, Open your Salesmate link in a new tab.
• Go to the Contacts module.
• Select the dummy contact from the list present there, by clicking on the checkbox.
• Click on 'Enroll to Sequence', from the options given on the top.

• By doing the same you'll get the options to customize your 'Enroll Methods'.
• From here you will be able to:
• 'Select Sequence' from all the sequences present inside your system, in which you want to enroll the contacts.
•  'From Email' : The email address from which you want to send emails.
• 'From Number' : The number from which you want to send Text/SMS.
• 'Select Sequence Stage to Start with' : You can also select from which stage of the sequence you want to start with.
• 'EXECUTION' : You can also select the execution of the sequence accordingly, i.e., Immediate or Scheduled.

• Select the Inspect element / Developer tools from your browser screen options, to capture the required attribute.
• Now click on Start Sequence.
• In this way the data will be fetched inside the inspect element option.

•  You can get those attributes under Network.
• Select XHR >> Click on enroll, under Name header.

Now, go back to the previous tab where you were creating the workflow and continue from selecting the action as 'Call Webhook'.

Method: POST

Request / URL to notify:

https://apis.salesmate.io/v3/sequences/{{sequenceId}}/enroll

Example: https://apis.salesmate.io/v3/sequences/00e28332-1b85-4924-ab38-aca131590d94/enroll

Headers:

Example: 

Body: raw - JSON (application/json)

{

"smtp":{{smtpId}},

"fromNumber":"{fromNumber}}",

"sequenceId":"{{sequenceId}}",

"startFromStage":"{{StageId}}",

"isImmediateExecutionOfFirstStageEnabled":true/false,

"startFromDate":"{{Deal.createdAt}}",

"contacts": [ {"id":"{{Contact.id}}"} ]

}

Example:

                                                                                   You are ALL SET!!!