What are workflow triggers?
A Workflow Trigger automatically performs an action when a specific event happens in Baseerat. Events include: deal enters a stage, deal exits a stage, deal is created, deal has been idle for N days, contact is created, custom field value changes.
Setting up a trigger
Go to Automation → Workflows → New Workflow. Select the trigger event, optionally add conditions (e.g., "only if deal value > $10,000"), then define the action: send an email, fire a webhook, create a task, send a Slack notification, or change a field value.
Email actions
Trigger an email send to the contact, the deal owner, or a static address. Emails support template variables: {{contact.name}}, {{deal.value}}, {{deal.stage}}, {{owner.name}}, and any custom field. Emails are sent from your connected email address.
Webhook actions
Fire a POST request to any URL with a JSON payload. The payload includes the full contact and deal objects at the time of trigger. Use this to connect Baseerat to Zapier, Make (Integromat), or any custom backend.
Stalled deal trigger
The "Stalled Deal" trigger fires when a deal has had no activity for a configurable number of days (e.g., 7 days). Use this to automatically assign a follow-up task to the deal owner or send an alert.
Testing workflows
Before activating, test your workflow by clicking "Test Run", this will simulate the trigger and show you what action would have been taken without actually firing the email or webhook.