Automation Flow - Field Value Block

How to use the 'Field Value' block to perform advanced field checks within the Automation Flow.

Introduction

The block Field Value is available in the Automation Flow builder and is used to validate information and direct the flow of actions based on the fields of Contact, Company, Opportunity or Task.

Among the commonly used conditions, the following stand out: Equal to, Different from, Is not empty, Greater than or equal to and Less than. It is worth noting that some conditions are restricted to fields of type Number, as they involve quantitative evaluations.

Due to the functionality of Automatic Selectors, fields of Opportunity and Task are available only in the Automation Flow, and are not accessible through the Chatbot.

Selecting the 'Field Value' block.

Example of the 'Field Value' block with defined conditions.

Classifying contact based on the opportunity value

In this example, the opportunity value will be checked in a travel agency CRM, corresponding to the estimated price of the package quoted by the customer. The role of the Flow is to analyze the value of the ticket and define the next actions automatically.

According to the identified value:

• Greater than or equal to R$ 20,000: add the tag High-Ticket and create a follow-up task for the supervisor.

• Greater than or equal to R$ 10,000: add the tag Medium-Ticket.

• Less than R$ 10,000: add the tag Low-Ticket.

At the end, the contact will be automatically included in a newsletter segment, and will start receiving email campaigns.

It is important to note that the conditions are evaluated from top to bottom, and the first one that is met determines the path followed in the Automation Flow.

Automation Flow validating the opportunity value.

High-Ticket contact.