Automations in Overjoy help you streamline repetitive tasks, stay organized, and make sure no opportunity falls through the cracks. Whether you're following up after a sample delivery or checking in around reorder time, automations let you set it once and let Overjoy handle the rest.
Follow this guide to set up your first automation in just a few steps.
Below is a helpful video overview of the feature to get you started:
Click on the GIF above to go through the interactive demo.
Step 1: Go to Automations page
Click Automations on the left navigation bar.
Click "Create Automation" to get started.
You can also choose from pre-built automation templates tailored to common use cases.
Step 2: Set a Trigger
Name your automation something descriptive, like "New Opportunity Follow-Up" or "Sample Order Check-In."
Then, choose when this automation should start. Common triggers include:
Triggered Manually: Launch the automation manually when needed.
An Opportunity is Created from Your Interest Form: Automatically trigger when someone submits your wholesale inquiry form.
A Sample Order is Created: Trigger when you send a sample to an opportunity.
A Paid Order is Created: Trigger when a customer places their first order.
Opportunity Stage Changes To: Trigger when an opportunity moves into a specific pipeline stage (e.g., “Sample Delivered”).
Step 3: Add Automation Actions
Click Add Action to define what happens once your trigger fires.
Actions can include:
Sending a templated email
Assigning a teammate
Moving an opportunity to a new stage
Updating fields like opportunity status or expected reorder date
Adding time delays between steps
You can build sequences with multiple steps to match your sales process.
Step 4: Review & Activate
Once your automation is set up:
Review the steps and confirm all parameters are correct.
Toggle the Activate Automation switch.
That’s it — your automation is now live and working in the background.
💡 Best Practices
Start simple: Begin with a single trigger and one or two actions.
Test before scaling: Use test businesses or contacts to preview how it runs.
Track performance: Monitor automation results and make tweaks as needed.