A rule is a trigger plus an action. When a transaction hits the trigger, NextAccord runs the action internally — it does not email or message anyone. Add automation only once your transaction process is settled; it is never required.
Who can do this
- Owners and Admins — can do this for any record or setting in the account.
- Agents and Assistants — cannot do this.
Roles are predefined by NextAccord. See all roles & permissions
Before you start
- Your role can manage deal automation (Owner or Admin).
- For an Apply-task-plan rule, the task plan already exists.
Steps
- Step 1: Open Settings → Transactions and go to the Automation section.
- Step 2: Choose Create Guided Rule. Name it, pick a Trigger (for example a stage change), and pick an Action — Apply task plan or Create task.
- Step 3: If the action is Apply task plan, choose which plan; if it is Create task, set the task title.
- Step 4: Preview the rule against a transaction to see what it would do before you enable it.
- Step 5: Enable the rule. Watch Execution History to confirm it fires as expected; retry a failed execution from there.
What success looks like
- The rule appears in the list as enabled.
- Execution History shows a run with a success status after the trigger occurs.
Important: Customer-facing communication automation is deliberately not available. Rules only take bounded internal actions.
Important: Enable a rule only after previewing it — an automation loop of task creation is annoying to unwind.
Common problems
- The rule is not firing.
- Confirm it is enabled and its trigger actually matches the transactions you expect. Check Execution History for skipped or failed runs and the reason shown.
- An execution failed.
- Open Execution History, read the failure, fix the cause (for example a missing task plan), and use Retry on that execution.
- I do not see the Automation controls.
- Automation rules are controlled by account owners and admins.
Good to know
- Automation is idempotent per event and its actions are bounded — it will not run the same action twice for one trigger.