Connecting Functions with Universal Automation

# Tutorial: The Automatic Sales Handoff

## Section 1: Setting Up the Trigger

1.  **Navigate to Universal Automation**: Open the `Sales & CRM` `📋 Function` we built previously. In the left sidebar, find and click on "Universal Automation".

2.  **Create a New Rule**: Click the "Create Rule" button to open the automation builder.

3.  **Configure the Trigger**: The trigger is the event that starts the automation.
    - For the trigger type, select **"When: Object is transitioned"**.
    - For the `Object Type`, select `🧊 Opportunity`.
    - For the "To Status", select `WON`.
    - This configuration means the rule will run at the exact moment a deal is won, and not at any other time.
![Configuring the automation trigger for a WON Opportunity](https://path/to/automation-trigger.png)

## Section 2: Action 1 - Create the `Project`

1.  **Add Your First Action**: In the "Then: Do this" section, click "Add Action".
2.  **Select "Create Object"**: Choose the "Create Object" action from the list.
3.  **Configure the Action**:
    - For "Object Type to Create", select `🧊 Project`. **Crucially, you must select the `Project` object from the `Project Delivery` `📋 Function**. This is how we connect the two functions.
    - Now, we will map the data from the `Opportunity` to the new `Project` using **Smart Values**.
    - In the `Project Name` field, enter `{{triggerObject.opportunityName}}`. This will copy the name of the opportunity that triggered the rule.
    - In the `Client` field, select the smart value for `{{triggerObject.relatedContact}}`.
    - In the `Total Budget` field, select the smart value for `{{triggerObject.projectValue}}`.
![Mapping data from the Opportunity to the new Project using Smart Values](https://path/to/create-project-action.png)

## Section 3: Action 2 - Create the `Contract`

1.  **Add a Second Action**: Click the "+" button below your first action to add another.
2.  **Select "Create Object"**: Again, choose the "Create Object" action.
3.  **Configure the Action**:
    - For "Object Type to Create", select `🧊 Contract` (also from the `Project Delivery` `📋 Function`).
    - Map the data just as before:
        - `Contract Name`: `Contract for {{triggerObject.opportunityName}}`
        - `Contract Value`: `{{triggerObject.projectValue}}`
        - `Client`: `{{triggerObject.relatedContact}}`
    - You will also need to link this new `Contract` to the `Project` that was just created in the step above. Add a link to the "Step 1: Create Object" result.

## Section 4: Finalize and Activate

1.  **Name Your Rule**: At the top, give your automation rule a clear name, like "Handoff: WON Opportunity -> Create Project & Contract".
2.  **Turn It On**: Click the toggle to activate the rule.
3.  **Save**: Click "Save".

Your automation is now live. From this moment on, every time a salesperson closes a deal, the delivery and finance teams will be notified and have their work records created for them instantly and perfectly.