Intapp DealCloud feature highlight: Automations
Improve deal flow management and data quality
Intapp DealCloud
More than a CRM
Features and capabilities
Industry solutions
Accelerate, customize, and simplify your firm’s workflows with Intapp DealCloud’s automations feature.
With outcome or action-based triggers, the automations feature will automatically add data as needed, like creating a new deal record, updating a status, and sending notifications.
Improve your firm’s workflows, data quality, and deal outcomes while reducing administrative burden.
Automate tasks and manage pipeline flow for better deal outcomes
Criteria-based automations
Create filter criteria that trigger an automation when users add, edit, or delete data.
Automated actions
Add a record, update data, or send notifications — all with automated triggers.
Accelerated workflows
Activate the right workflows and automatically trigger additional relevant automations.
Increase efficiency and reduce administrative burden
Automate your daily tasks and simplify deal flow management.
Improve business processes and workflows
Save your teams time and effort by automating the creation of records, tasks, and notifications.
Eliminate the need for manual tracking
Easily track diligence, closing, or other deal-related checklists by automatically closing tasks once the applicable action has been completed.
Automate repetitive data entry
Save hours of your professionals’ time by automating the data entry process.
Maintain quality data through automation
Avoid human error during the data entry and review processes to improve data quality.
Learn more about Intapp DealCloud
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