Automations

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

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40 articles in this collection
Written by Nicole Hoffman
Observables

Calendar › Call

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

Calendar › Meeting

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

Calendar › Session

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

Contact › Anniversary

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

Contact › Birthday

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

Contract › All clients signed electronically

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

Contract › Studio accepted and signed

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

Invoice › Balance Due

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

Job › Final Session

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

Job › First Session

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

Job › Milestone reached: Booked

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

Job › Milestone reached: Fulfillment

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

Job › Milestone reached: Completed

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

Job › Primary Session

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

Lead › Created

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

Lead › Previous interaction date

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

Lead › Lead Status Changed

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

Quote › Expiration Date

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

Mail › Message Sent

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

Questionnaire › Submitted (first time in client access)

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

Sales Order › Booked (in client access)

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

Task › Completed

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