Overview
On our Enterprise plan, you can set up rules for workspaces to automatically create based on fields in HubSpot or Salesforce.
If you are using Dock for multiple use cases, you might want to set up an automation so that a new space is added on to an existing space aligned with the customer journey. This allows you to create a connected workspace experience— one link for the customer to take them through each milestone.
When would I use this? A common example:
"I want to automate the system so that when a deal is closed won, the customer then has access to their onboarding portal."
In the article below, we'll show you how to configure this "connected" workspace automation.
Configuring the Rule
Step 1: Navigate to the template that you want to initiate the rule.
If you want to automatically add an onboarding space onto a deal room, navigate to the sales room/deal room template.
Step 2: Click into the Settings > Advanced
Step 3: Click Add automation rule
The right-hand panel will appear to create your automation:
Step 4: Add in conditions for when this rule should trigger. This will all be based on fields in your CRM.
Not seeing a field listed? Make sure it's created in your settings!
Step 5: Remember to save your rule and toggle it to Active
We recommend running tests to make sure this is functioning as you expect!