Runs immediately or at 8am studio time on the day specified in the Executes box.
Triggering a Contract › Studio accepted and signed Automation
When you send your client a contract, either through a quote or on its own, you’ll need to sign it too. When you next log into Táve, you’ll be prompted to review it and add your signature.
You can have an automation run when your countersign a contract by observing Contract › Studio accepted and signed. Adding your signature to the box will trigger that automation to run.
Contract › Studio accepted and signed Example Automation
A great use this would be to set up an automation that runs when you countersign a contract, which sends an email to your client with a link to their countersigned contract for their own records.
This automation runs immediately when you countersign a contract and sends an email to the client with a link to their signed contract:
You'll notice in the example above we've added a condition to exclude contracts sent to our second photographers. We want to ensure this automation only runs when we countersign client contracts, so adding a condition for {{target.name}}
must not contain the text [Name of contractor/second photographer contract template] will ensure it excludes those and only runs when we countersign client contracts, like this:
Contract › Studio accepted and signed Automation Template
If you'd like to install this automation in your own account, you'll find it in the Template Gallery here:
Sending Contracts to Team Members/Contractors
If you'd like to set up a similar automation to send a link to team members or contractors, you'll want to change the condition to {{target.name}} must exactly match [Name of contractor/second photographer contract template], with the automated email set To the job role of that team member. For example:
Don't hesitate to reach out to Support if you have any questions on this or any other automations!