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.
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.