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The Uspacy Support Team is a group of dedicated specialists who help users quickly understand the platform’s capabilities and use it effectively in their daily work.

 The team creates knowledge base articles, records training videos, and answers user questions via live chat support. Our materials explain system features in clear, simple language and include practical examples of how to use Uspacy’s tools. 

The team’s mission is to help every user quickly find answers, master new platform capabilities, and organize their company’s workflows more efficiently. Uspacy combines communication, collaboration, and CRM tools in one digital workspace, and the support team makes this solution clear and accessible to everyone.

Uspacy Support Team

Automation scenarios that reduce team workload: examples for deals and tasks, including event chains and Telegram notifications.

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In this article, we explain how to set up a Conditional action so that a task on a group Board automatically changes its Stage when its status is updated to Done

Automation

Practical examples of using Uspacy tools in business — from core processes to unconventional use cases and real-world scenarios.

Use cases (scenarios)

Automatic stage change in a group board when a task moves to the “Done” status

In this article, we’ll show how to configure a Conditional action so that when a Smart Object (SO) element is created, the stage of the related Lead is automatically updated

Automatic stage change in one entity when a new element is created in another

In this article, we’ll show you how to set up subtasks so that, upon creation, they automatically receive data from the main task: default and custom field values, CRM links, and other parameters

Automatically populate subtask fields with data from the main task

We’ll explain how to set up a conditional action that will automatically create a new task each time the previous one is completed

Creating a task сhain

We’ll show you how to set up a CA that automatically changes a task’s status to Done when it is moved to the final stage of work

Task completion (Done) after status change (Done)

We'll explain how to set up a conditional action that will automatically add other members to a task at the appropriate stage

Adding a participant (observer) to a task

We’ll show you how to set up a conditional action that automatically creates an activity whenever a new deal appears in your Workspace

Creating an activity after a new deal is added

We'll explain how to set up a CA that automatically creates a new activity right after the previous one has been successfully completed

Creating the next activity after completing the previous one

We’ll show you how to set up a conditional action that automatically creates an activity when a deal moves to a specific stage

Creating a new activity after changing the deal stage

In this article, we'll explain how to set up automatic Telegram notifications for important events in your Uspacy Space

Sending Telegram notifications about events in your Space

We'll explain how to configure a set of conditional actions to automate the processes of approval and confirmation of vacation requests