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Guide to automations and some helpful examples you may want to implement

Understanding Automations

Nicole

Debbie

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

Automations

Booking › Event Scheduled Online

Calendar › Call

Calendar › Meeting

Calendar › Session

Trigger an automation based on a contact's anniversary

Contact › Anniversary

Trigger an automation based on a contact's birthday

Contact › Birthday

Trigger an automation when your clients sign their contract

Contract › All clients signed electronically

Trigger an automation when you countersign a contract with the trigger: Contract › Studio accepted and signed

Triggering an Automation When a Contract is Signed by Your Studio

Trigger an automation based on invoice balance and due date

Invoice › Balance Due

Trigger an automation based on the final session on a job

Job › Final Session

Trigger an automation based on the first session on a job

Job › First Session

Trigger an automation when a job moved to booked

Job › Milestone reached: Booked

Trigger an automation when a job moves to fulfillment

Job › Milestone reached: Fulfillment

Trigger an automation when a job is marked completed

Job › Milestone reached: Completed

Trigger an automation based on the job date

Job › Primary Session

Trigger an automation when a new lead is created

Lead › Created

Trigger an automation based on previous interaction date

Lead › Previous interaction date

Trigger an automation when a lead status changes

Lead › Lead Status Changed

Trigger an automation based on a quote's expiration date

Quote › Expiration Date

Trigger an automation when an email is sent

Mail › Message Sent

Trigger an automation when a questionnaire is submitted

Questionnaire › Submitted (first time in client access)

Trigger an automation when an order is booked

Sales Order › Booked (in client access)

Trigger an automation when a specific task is completed

Task › Completed

Observables

Limit an automation to a specific job type

Job Type Condition

Limit an automation to a specific job stage

Job Stage Condition

Limit 'Lead › Lead Created' automations to only web leads

Web Lead Condition

Limit an automation to run for a specific item

Item Name Condition

How to use target conditions and tokens in automated emails to target the specific event that triggered the automation.

Using "Target" Tokens in Automations Triggering a Specific Event

Conditions

Add Event Action

Add Task Action

Update Field Action

Send Email Action

Web Request Action

Actions

Automatically send out quotes, questionnaires, or contacts to your clients

Sending a Quote, Questionnaire or Contract Through Automation

Learn how to remind your client to fill out a questionnaire if they haven't already

Sending a Questionnaire Reminder

How to build a call, meeting, or session reminder automation

Sending a Meeting or Session Reminder

Automations you can install from the template gallery with one click

Automation Templates

Automatically send out invoice reminders based on their due date

Sending an Invoice Reminder Through Automation

Tutorials, Templates and Ideas

Website

Terms of Service

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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