Advice and answers from the Táve Team

Automations

Learn how to automation many of the tedious things you do in your business

39 articles in this collection
Written by Nicole Hoffman
Observables

Calendar › Call

Trigger an automation based on a call
Written by Nicole Hoffman
Updated over a week ago

Calendar › Meeting

Trigger an automation based on a meeting
Written by Nicole Hoffman
Updated over a week ago

Calendar › Session

Trigger an automation based on a session
Written by Nicole Hoffman
Updated over a week ago

Contact › Anniversary

Trigger an automation based on a contact's anniversary
Written by Nicole Hoffman
Updated over a week ago

Contact › Birthday

Trigger an automation based on a contact's birthday
Written by Nicole Hoffman
Updated over a week ago

Contract › All clients signed electronically

Trigger an automation when your clients sign their contract
Written by Nicole Hoffman
Updated over a week ago

Contract › Studio accepted and signed

Trigger an automation when you countersign a contract
Written by Nicole Hoffman
Updated over a week ago

Invoice › Balance Due

Trigger an automation based on invoice balance and due date
Written by Nicole Hoffman
Updated over a week ago

Job › Final Session

Trigger an automation based on the final session on a job
Written by Nicole Hoffman
Updated over a week ago

Job › First Session

Trigger an automation based on the first session on a job
Written by Nicole Hoffman
Updated over a week ago

Job › Milestone reached: Booked

Trigger an automation when a job moved to booked
Written by Nicole Hoffman
Updated over a week ago

Job › Milestone reached: Fulfillment

Trigger an automation when a job moves to fulfillment
Written by Nicole Hoffman
Updated over a week ago

Job › Milestone reached: Completed

Trigger an automation when a job is marked completed
Written by Nicole Hoffman
Updated over a week ago

Job › Primary Session

Trigger an automation based on the job date
Written by Nicole Hoffman
Updated over a week ago

Lead › Created

Trigger an automation when a new lead is created
Written by Nicole Hoffman
Updated over a week ago

Lead › Previous interaction date

Trigger an automation based on previous interaction date
Written by Nicole Hoffman
Updated over a week ago

Lead › Lead Status Changed

Trigger an automation when a lead status changes
Written by Nicole Hoffman
Updated over a week ago

Mail › Message Sent

Trigger an automation when an email is sent
Written by Nicole Hoffman
Updated over a week ago

Quote › Expiration Date

Trigger an automation based on a quote's expiration date
Written by Nicole Hoffman
Updated over a week ago

Questionnaire › Submitted (first time in client access)

Trigger an automation when a questionnaire is submitted
Written by Nicole Hoffman
Updated over a week ago

Sales Order › Booked (in client access)

Trigger an automation when an order is booked
Written by Nicole Hoffman
Updated over a week ago

Task › Completed

Trigger an automation when a task is completed
Written by Nicole Hoffman
Updated over a week ago