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Job › Milestone reached: Booked

Job › Milestone reached: Booked

Trigger an automation when a job moved to booked

Nicole avatar
Written by Nicole
Updated over 2 months ago

Runs immediately or at 8am studio time on the day specified in the Executes box.

As we saw when learning about how to turn leads into booked jobs, jobs in Táve have four stages they go through: Lead, Booked, Fulfillment, and Completed.

When observing Job › Milestone reached: Booked, you can execute an automation based on the date that it goes from Lead to Booked.

This might be useful for sending out a thank you for booking email, which contains a link to the client portal like in the example below.

If you'd like to install this automation in your own account, you'll find it in the Template Gallery here:

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