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Automation rules

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Automation rules in Odoo Subscriptions replace manual monitoring of subscribers with rules that trigger emails, tasks or surveys automatically based on subscription data.

Where to find automation rules

Go to Subscriptions > Configuration > Automation Rules to see every existing rule, along with its Name, Action To Do, Trigger On setting and Company.

Existing rules can be opened to review, but their Action section is locked once saved. Create a new rule instead if a different action is needed. Click New to start one.

Apply On: choosing which subscriptions are targeted

This section filters which subscriptions the rule affects, using fields such as:

  • MRR Between or MRR Change More: target a range or change in monthly recurring revenue.
  • Status: Quotation, Quotation Sent, Sales Order or Cancelled.
  • Subscription Plans, Products, Customers, Company or Sales Team: narrow the rule to specific records.

Leaving a field blank applies the rule to every subscription regardless of that field.

Action: what happens when the rule triggers

In Action To Do, choose to create a follow-up activity, send an email or SMS to the customer, or set the subscription’s contract health value. In Trigger On, choose whether the rule fires on a Modification or a Timed Condition, with a delay if needed.

Tips

  • Use the matching-subscriptions link on the Apply On section to check exactly which records a rule will affect before relying on it.
  • Sending SMS messages requires In-App Purchase credit.

Frequently asked questions

Can I edit the action on an existing automation rule?

No, the Action section is locked once a rule is saved. Create a new rule instead of trying to change the action.

What happens if a field in Apply On is left blank?

The rule applies universally to every subscription for that field, with no restriction.

What actions can a rule trigger?

Create a follow-up activity, send an email or SMS to the customer, or set the subscription’s contract health value.

Need help?

Need help automating your Odoo Subscriptions workflows? Contact support@thoughtlogik.com or see our Odoo optimisation services.

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