How to automatically detect support tickets, tasks and opportunities using Automatic Selectors.
What are they?
Automatic Selectors are identifiers that allow the flow to recognize entities linked to the contact, such as Tasks, Opportunities and Service Tickets.
When you activate one of these selectors within an Automation Flow, specific triggers, conditions and actions for that category become usable. Normally, the flow operates only at the contact level, but that changes when a selector is enabled.
For example, by enabling the Service Ticket Automatic Selector and choosing the option "use the contact's most recent ticket", you are defining exactly which ticket the flow should consider. This is important to avoid ambiguities in situations where the same contact has more than one simultaneous ticket, such as two tickets on different WhatsApp accounts.
From there, actions like "Transfer the ticket" start to work within the flow. This allows automatically distributing the ticket to SAC 360º users or even changing its stage through the Automation Flow.
Automatic Selectors, on the 'Edit' screen of the Automation Flow.
Example of various actions within the Automation Flow.
Practical example: Checking Old Opportunities
An automation flow can be triggered from any point in SprintHub, such as form actions, extra actions via Webhook or internal CRM automations.
In the example below, the flow performs a sequence of checks using the condition "Opportunity lifetime" for the funnel of Orders to identify customers who placed their last order more than three months ago. If this condition is met, the system automatically sends a message with an exclusive discount coupon for recurring customers and, shortly after, creates a new opportunity in the Remarketing.
It is triggered via a Webhook, checking at the moment a new order is created in an external platform and starting the automation from that event.
Extra action of 'Change automation flow'.
Within the 'Coupon and Remarketing' Automation Flow.
