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Piperun (Notifications) - Help Center

  • Updated

Index:

  1. Introduction
  2. How it works?
  3. Installation and Configuration
  4. User manual
  5. Dependencies
  6. Terms of Use
  7. Support

 

 

Introduction

The Piperun (Notifications)  extension is integrated with the Piperun CRM to automatically send active messages when a card undergoes any action within the CRM.

As an example of how it works, imagine a company with multiple pipelines and stages in its Piperun CRM that wants to send active messages based on the movements of each card to build closer relationships with customers. Since manually sending active messages can be exhausting, especially with large volumes, moving cards in the CRM and then sending active messages to customers who have had actions performed on them can become an impractical task. That's where the Piperun (Notifications) extension comes in, automating the sending of active messages based on the actions of the cards in the Piperun CRM, significantly boosting productivity and allowing you to focus on what really matters. 😉

 

How it works?

The Piperun (Notifications)  extension was designed to simplify and speed up the process of sending active messages, allowing it to be done automatically depending on the actions within the CRM.

The following features are offered:

  • Integration with the Piperun CRM to obtain the pipelines in use;
  • Integration with the Piperun CRM to obtain the stages used in each pipeline;
  • Integration with the Piperun CRM to get the possible actions for each card;
  • Integration with Blip's content section to automatically bring in all previously approved templates for active messages;
  • Automatic sending of active messages based on actions from the CRM.

 

Installation and Configuration

To use the Piperun (Notifications) extension, you need to access the contract to which you want to install it, and then access the Router bot. After that, navigate to the extensions section, where the Blip Store will open, and search for “Piperun”. Once found, you will need to activate it and install it. 

After it is activated, installed, and the terms are accepted, you need to do a little configuration. It is important to use an active Piperun CRM account.

 

Step 1) Once the extension terms are accepted, an automatic link will be generated. This link is essential for configuring PipeRun. You can copy it right below the extension's name:


Step 2) After copying the link, log in to PipeRun.

Step 3) Once in the system, hover over the profile avatar in the upper right corner, as shown in the image:


Step 4) Hovering over the avatar will bring up information in a modal. Click on “Settings and configurations”, as follows:

Step 5) Now you need to click on “Automatic actions”.


Step 6) When you are on the automatic actions screen, click on “+ Add action”.


 

Step 7) At this point, you will need to create the desired action. To do this, you will need to fill in some fields, as instructed by Piperun.

 

Registering the automated action?

1) Fill in the required fields in the section “Trigger and Automatic Action Type”, as follows:


In field 1.1, enter the name of the action to be executed. In field 1.2, enter the trigger for the action to occur, which can be of various types, such as “An opportunity enters the selected stage”, “An opportunity exits the selected stage”, “An opportunity stays X days in the selected stage”, among others.

In field 1.3, enter the type of action “Webhook - Send opportunity to URL”


2) Fill in the required fields in the section “Execute the trigger only if the opportunities are:”, as follows:

In field 2.1, you need to select the desired funnel. In field 2.2, select the stage of the funnel you want. And in field 2.3, choose the status of the opportunity, which can be Open, Won, or Lost. In summary, the automatic action will occur when the opportunity in the desired funnel, stage, and status undergoes an occurrence as selected in field 1.2. 

3) Once the required fields are filled in, click “Next” in the bottom right corner.

4) Now, fill in the “URL” field with the Webhook URL you copied from the extension on the Blip platform, as described in step 1 of the configuration and installation instructions.

Once this is done, click Save, and you should be able to see the action. That's it, now that the configurations are done, proceed to the “User Manual” below. 😉

 

User manual

Users with administrator permission can perform all functions of the extension, such as registering and editing which active messages should be sent to which stages and funnels.
Once the Piperun (Notifications) extension is installed, if the user has administrator permissions, they will be able to use the extension upon accessing it. Before accessing the extension and using it, you must have registered the message templates that will be used for each corresponding action. If you don't know how to do this, go to your Router bot, click on the three dots, and then on 

Contents, and follow the Blip tutorial: How to create and approve a Message Template on WhatsApp.

 

Step-by-Step Guide for Using the Extension

Step 1) Open your router, click on the three dots, and select Piperun.

Step 2) To set up automatic sending of active messages, you need to register some important information. Then click on "Register", as shown in the image below:

Step 3) Choose which funnel you want to register for the automatic sending of active messages.

Step 4) In the Stages field, you can view all the stages of the selected funnel. Select which stage to register the automatic sending of messages.

Step 5) In the Trigger field, choose the conditions or events that will trigger the sending of active messages, i.e., select what needs to happen for the message to be sent.

Step 6) Now, select under which circumstances the message will be sent.

There are three types of circumstances in a stage: Open, Won, Lost. 

  • The “open” option is when the card is open in Piperun and has not been marked as “lost”, nor as “won”.
  • The “won” option is when an opportunity has been marked as “won” in the CRM, meaning it has been approved by the client.
  • The “lost” option is when the opportunity is lost.

Step 7) Select the message template you want to send. If you don't know how to create a message template, check out the tutorial How to Create and Approve a Message Template in WhatsApp.

Step 8) If your text has parameters, define their values in the text boxes.

The following variables are standard: “Person's name”, “Pipeline name”, and “Stage name”.

Step 9) After selecting the variables, click save, as shown in the image:

 

And you're done! Your automatic trigger is successfully configured! 😄

Dependencies

For this extension to work properly, you need to purchase it from the Blip Store by accessing Blip through a paying account, and you must have an active account in CRM Piperun.

 

Terms of Use

  • The client is responsible for configuring and managing the CRM Piperun;
  • We reserve the right to update or modify these Terms at any time;
  • SharkDev is not responsible for the sharing of authentication keys to Blip when disclosed by the client;
  • All information conveyed will be treated with absolute secrecy and confidentiality, solely and exclusively within your Blip environment and in accordance with the General Data Protection Law (Law No. 13,709/2018 - LGPD).

 

Support

The Piperun (Notifications) extension is available for up to 5,000 requests per month. If you need a higher limit, have questions, or encounter any issues with the extension, get in touch with us via email at blippartner@sharkdev.com.br or by phone at +55 (35) 98802-9321.

 


For more information, visit the discussion on the subject at our community or videos on our channel. 😃

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