Account Automation Actions

If you’ve used the New Account or Update Account triggers (see How to Create an Account Automation) in your automation, the following actions are available to you –

  • Account Actions
    • Notify Account Owner
    • Update Account
  • Custom
    • Call Lapp
    • Webhook

Note: If you’re new to the automation feature, visit Automation Home.

account automation actions

Use cases for these actions include –

  • Account Actions
    • Notifying an account owner when a new account is added.
    • Notifying an account owner to take action when the account stage changes from say ‘Prospect’ to ‘Opportunity’.
    • Updating an account field when a new account is added.
    • Updating an account field when a related account field gets updated. For example, you could update the account owner when the account stage changes.
  • Custom Actions
    • Calling a Lapp to perform calculations on account fields.
    • Creating a webhook to update an external system with data of an account.


Notify Account Owner

This action lets you send a notification email to the account owner.

notifying account owner

By default, the notification is directed to the account owner. You can add more LeadSquared users to the ‘To‘ field. You can also direct the notification to other users in the ‘Cc‘ or ‘Bcc‘ fields.
You can also mail merge lead fields, owner fields and sender fields into your email content using the mail merge option highlighted below.

mail merge


Update Account

This action lets you update an account field. You can directly choose a value or use the mail merge option.

account update action


Call Lapp

If you’ve created a Lapp, you can call it in your automation. For more information, see Calling a Lapp from Automation.



You can create a webhook and post data to a custom URL.

Under Custom, click Webhook  

webhook account automation

Enter the following details, then click Save.

NameEnter any name for the webhook.
URLEnter the URL you want to post the data to.
Content TypeChoose the format you want the data to be posted in.
Save ResponseAllows you to save the response from a webhook and use it to send dynamic email content or in other automation actions.
Custom HeadersFor security purposes, you can choose to enter a custom name-value pair in the webhook header and then reject all webhook calls where this header isn’t present.
Notify on FailureGet notified everytime a webhook fails.
Retry CountThe number of times you want to retry on failure.


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