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Pipeline Automation Filter by Label

Pipeline Automation with Label Filter

InsuredMine has introduced a new feature in Pipeline Automation known as the Label Filter. For example, if a deal card contains a label, the automation will be triggered only when the label filter is set. Automation will trigger only for those deal cards that meet the criteria of the selected label filters.

To view the enhancement:

  • Go to the Pipelines module and then click on the ellipsis icon (…).
  • From the drop-down of options select “Automation.”
  • From pipeline automation, click on Add New Automation Stage.
  • You will be able to see one more filter, named ‘Label Filter’ that has been added to the Automation stages within pipeline automation.
  • If a deal card contains a label, and we’ve set the label filter here and initiated the automation process, then only it will trigger the automation for the specific deal card. Otherwise, the automation won’t activate.

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