Editing Automation Actions (section)

=== Automation Actions Available with the Pipelines and Sales Engagement Add-ons ===

==== “Add a deal” ====
The “Add deal” action creates a deal record for an opportunity.

==== “Update a title” ====
The “Update title” action will edit a deal’s title.

==== “Update a status” ====
The “Update status” action can be used to change a deal’s status to “Open,” “Won,” or “Lost.”

==== “Update a deal owner” ====
The “Update owner” action will change who a deal is assigned to.

==== “Update a value” ====
The “Update value” action changes a deal's estimated value.

==== “Update a stage” ====
The “Update stage” action moves a deal to another stage of your pipeline.

==== “Update a custom deal field” ====
This action updates the value of a custom deal field.

==== “Add a deal task” ====
The “Add a deal task” action creates new to-do items for your Deals.

==== “Add a deal note” ====
The “Add note” action adds a note to the deal record.

==== “Complete a deal task” ====
The “Complete task” action closes a task by marking it as completed.

==== “Adjust a deal score” ====
The “Adjust a deal score” action moves a deal score up or down.

==== “Update an account field” ====
The “Update an account field” action lets you add or modify an account field value.

==== “Add an account note” ====
The “Add an account note” action adds a note to the account record.

==== “Update an account owner” ====
This action updates the owner of an account.

==== “Add contact to account” ====
The "Add contact to account" action lets you create and add contacts to a new or existing account.