Adding Actions to a Signal

Correlated provides powerful features that allow you to use Signals to automate downstream workflows in third-party applications that you use on a daily basis.

Correlated makes it easy to notify your sales teams when an account or user has done something in your product that makes them a good prospect and prompts them to take action. In order to get started, you must first create a Signal that describes what characteristics make an account or user interesting. Let's say that we built a Signal like the one shown below:

We can immediately create an Action, that will automatically monitor the Signals you've created for any new users or accounts who match those criteria and trigger an actionable next step. To accomplish this, navigate to the "What to do" section when creating your Signal, and start to customize your workflow!