To automate your email sequence based on specific deal events, follow these steps to set a trigger in Taskip.

Step 1: Open the Sales Pipeline #

1. Navigate to the Dashboard.
2. Click on Sales Pipeline from the left sidebar.

Step 2: Open the Deal’s Email Sequence #

1. Click on the deal name to open its details.
2. Select the Email Sequence tab.

Step 3: Update the Email Sequence Trigger #

1. Click on “Update Sequence” in the top-right corner.
2. The Update Email Sequence modal will appear.

Step 4: Select a Trigger Type #

1. Click on the Trigger Type dropdown menu.
2. Choose one of the following triggers:
   • Deal Created Date – Triggers emails based on when the deal was created.
   • Deal Closed Date – Starts the sequence after the deal is closed.
   • Deal Stage Change – Triggers emails when the deal moves to a new stage.
   • Deal Task Complete – Starts when a task associated with the deal is marked complete.
   • Deal Meeting Complete – Sends emails after a scheduled meeting is completed.
   • Custom Date – Allows manual scheduling of the sequence.

Step 5: Save Changes #

1. After selecting the desired trigger, click “Update” to save the settings.
2. The sequence will now start based on the selected event.

Your email sequence is now set to trigger automatically based on deal activity!