Summary
Admins in Dock can have workspaces automatically created and published based on deal or opportunity stage. Please note: workspace owners will still need to explicitly share the space externally, as this feature only helps with the creation of workspaces.
In the article below, we'll walk through the steps for how to configure these settings.
🔁 In order to use this feature, you'll need to have Dock integrated with HubSpot or Salesforce.
Create an Automation Rule
Step 1: Navigate to your Settings > Automation Rules (under Objects).
Step 2: Click the New Rule button.
Name the rule
Name your rule on the left side of the screen.
Set your condition parameters
Dock will automatically select opportunity stage (for Salesforce) or deal stage (for HubSpot) depending upon which CRM you're integrated with.
From the dropdown, select a stage. Dock will automatically compile this list from your CRM.
Configure actions
First, select the template you'd like a workspace to be created from.
Then select who to assign the workspace to.
If you select Opportunity Owner, Dock will match the owner based on email address. If there is no owner with a Dock account, the system will not automatically create a workspace.
Managing Automation Rules
To view all rules, navigate back to your Settings > Automation Rules.
Toggle a rule to move it between a draft and active state. Drafted rules will not trigger any workspaces. You can also remove a rule entirely by archiving it.
