Automations help you effortlessly move a job through the pipeline with the peace of mind that nothing is falling through the cracks, standardizing tasks that are typically done manually.
In this article:
1) How to create an automation from a template
š”Automations use "if/then" logic
Templates have preset triggers ("if"), but you can customize the actions ("then")
From the Automations page, click Automations > Browse library
Select the Workflow to include this automation in
Scroll the options and select the automation you wish to add (1)
Automation triggers are based on: Proposal status, Job status or Events.
Make edits to the automation as needed. (2)
Toggle on to enable. (3)
Click Add automation to save
2) How to create a custom automation
From the Automations page, click Automations > Create custom
Name your new automation
Toggle on/off
Select when/how to Trigger the automation
This can include a job or proposal status change, an event occurrence, etc
Select the workflow to apply this automation to (if applicable)
Select your āthenā action; this is what happens if the trigger occurs
This can include: sending an email or text, changing a job stage, applying a job tag, etc
Select the frequency of this automation
Click Save automation to add
3) How to manage automations
Click Filter & Sort to organize your automations
Use the toggles to enable or disable your automations
Click on an automation listing to expand and view details
Need help setting up your automations?
What's Next?