Action Plans
Define playbooks pure bont can run automatically — sequences of tasks, reminders and notifications triggered by deal or account events.
Action Plans are pure bont's automation primitive for the post-sale and mid-cycle motion. A plan is a sequence of steps — create a task, send a notification, schedule a follow-up — that fires when a trigger event matches (e.g. "deal moved to Negotiation", "account hasn't been contacted in 14 days").
Open it
In pure bont, open Settings → App Settings → Action Plans.
What's on the page
- Plan list — every defined plan with name, trigger, step count and on/off status.
- + New Plan — opens the plan editor.
- Edit / Duplicate / Delete — per-row actions.
Defining a plan
- Trigger — pick a CRM event (stage move, owner change, no-activity-for-N-days, score-threshold-crossed).
- Audience — who runs the plan (deal owner, account team, named user).
- Steps — ordered list of actions: create task, send Slack notification, schedule a follow-up activity, update a field, send an email template.
- Schedule — immediate, after N days, on a specific weekday.
Save. The plan starts firing on matching events from that point forward.
Where plans show up
- Action Plans dashboard — the main Dashboard has an Action Plans tab that surfaces the high-priority action plans across your book, so you can triage from one place.
- On the deal or account — deal detail views and existing-account (Customer Base) detail views now surface that record's action plan directly, so you can see and work the plan without leaving the deal or account.
Language
Action Plans are translated automatically. The generated plan language follows the relevant locale even when the CRM and the user use a different locale; this also applies to existing plans that were backfilled.
Tips
- Start small — a one-step plan (create-task) on a single trigger is enough to see whether the audience and event combination is right.
- Monitor the history — each plan keeps a run log accessible from the row's detail view. Use it to debug why a plan didn't fire.