Stalled deals: a weekly pipeline scan and an alert to the deal owner

Once a week the scenario reviews open deals, measures inactivity and stage age, scores the risk and emails the owner with a task — before the deal goes cold.

  • Stalled deals surface on their own — no manual pipeline review
  • A risk score with an explanation, not a bare number
  • The owner gets a prioritised task, not just a heads-up
  • It runs every week, without anyone remembering to
Set it upScriptera

How it works

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

  1. Starts when: Weekly Deal Health Scan Trigger
  2. Then: Edit Fields
  3. Then: Fetch Active Deals From Zoho
  4. Then: Split Deals Into Individual Items
  5. Then: Calculate Deal Metrics - Deal Inactivitu and Stage Age
  6. Check: Filter stalled Deals
  7. If yes: AI Deal Health Scoring
  8. Check: Is Deal At-Risk?
  9. If yes: Send At-Risk Alert Email
  10. Then: Create At-Risk Task (Zoho CRM)
  11. Then: Google Gemini Chat Model
  12. Then: Structured Output Parser

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

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