Copying line items into a new deal and notifying the team

On a new deal the scenario copies the same line items from the related deal and notifies the team in botHelp.

  • Line items filled in on their own
  • Products matched by SKU
  • The team is informed at once
  • Nothing copied by hand
Webhook
Set it upScriptera

How it works

To get botHelp notifications in Webhook, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Webhook
  2. Then: Retrieve deals Ids
  3. Then: Get deal won line items
  4. Then: Get batch SKUs from line items
  5. Then: Get Batch Product IDs by SKUs
  6. Then: Create Batch line items based on productId and associate to deals
  7. Then: Slack

You can launch this botHelp + Webhook integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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