Runs immediately or at 8am studio time on the day specified in the Executes box.
Sending an Email Once Clients Sign Contract
When you send your client a contract, either through a quote or on its own, you can trigger an automation to happen immediately or shortly after they sign it. The automation below sends them an email Thanks for signing your contract! 1 day after the clients sign it.
Excluding Contracts Sent to Team Members
The automation above doesn't contain any conditions so will run every time a contract is signed in client access. If you send out contracts to team members or contractors and don't want this automation to run when they sign their contracts, you can add a condition to exclude those contracts.
The key here would be to add a condition for the 'item.name' and say it must not contain the text Second Photographer (or whatever the name of your contractor contract template is), for example:
The automation would now look like this:
What the automation is now doing is:
When a contract is signed in client access, 1 day later
If the contract name does not include the text Second Photographer
Then send the email Thanks for signing your contract!
This ensures the automation is only running when clients sign their contracts and not also when our second photographers sign their contracts.
Don't hesitate to reach out with any questions on this or any other automations from Support in your account!