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Sales Order › Booked (in client access)
Sales Order › Booked (in client access)

Trigger an automation when an order is booked

Nicole avatar
Written by Nicole
Updated over a week ago

Runs immediately or at 8am studio time on the day specified in the ‘Execute’ box.

You can set up an automation to execute when a sales order is booked by a client in client access. The example below will send the client an email with their Client Portal login information.

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