Example use cases
The following use cases demonstrate how to implement workflows in Clarify:
1. Automatic Deal owner assignment
Scenario: When a new deal is created, automatically assign an owner.
Implementation:
- Trigger: Deal record created
- Action: Update record (set owner field to predefined value)
Note: use the “create relationship” action to accomplish this
2. High-value Deal tracking
Scenario: Track deals with values exceeding $1,000.
Implementation:
- Trigger: Deal record created/updated
- Condition: Deal amount ≥ $1,000
- Action: Add deal to tracking list
3. Deal created slack notifications
Scenario: Send Slack notifications for deals created
Implementation:
- Trigger: Deal record created/updated
- Action: Send webhook to Slack
4. Stage-based category updates
Scenario: Update deal categories based on their current stage.
Implementation:
- Trigger: Deal record created/updated
- Condition: Stage = "stage2"
- Action: Update record (set category field)
