GoldMine Automated Processes

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GoldMine Automated Processes

Automated Processes are aimed at automating routine tasks performed by GoldMine users. Tasks such as scheduling activities, printing letters, sending e-mails and adding data to a record can all be performed via an automated process.

Automated Processes allow you to set up a series of predefined actions to be performed on any group of contacts in the GoldMine database, automating routine tasks. Several of the actions, or events , can be linked together to form a track.

UpComing Webinar

GoldMine AP WorkShop

Learn to create five actual GoldMine Automated Processes (AP’s) based on real-life scenarios during this workshop. See step-by-step “how to do it” with explanations each step along the way. This is a great way to prepare yourself for doing your own in-house Automated Processes.

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Automated Processes can be triggered by a GoldMine user, by another Automated Process or via GoldMine's Web Import feature.

What Actions Can Automated Processes Perform?

Print a letter
Send an email to a contact
Schedule an Activity Item
Complete a History Item
Add a GoldMine Detail
Add a Contact Record to a Group
Update a Field
Branch to an "Event"
Run a Report
Run an Application
Add a New "Track"
Remove the Active "Track"

Request Help with GoldMine Automated Processes

First Direct Corp offers GoldMine training and assitance with Automated Processes. If you would like to speak to a representative about your specific needs please call or fill out the following form.

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