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Automations
Automations
Learn how to automation many of the tedious things you do in your business.
Understanding Automations
Observables
Calendar › Call
Calendar › Meeting
Calendar › Session
Contact › Anniversary
Contact › Birthday
Contract › All clients signed electronically
Triggering an Automation When a Contract is Signed by Your Studio
Invoice › Balance Due
Job › Final Session
Job › First Session
Job › Milestone reached: Booked
Job › Milestone reached: Fulfillment
Job › Milestone reached: Completed
Job › Primary Session
Lead › Created
Lead › Previous interaction date
Lead › Lead Status Changed
Quote › Expiration Date
Mail › Message Sent
Questionnaire › Submitted (first time in client access)
Sales Order › Booked (in client access)
Task › Completed
Conditions
Job Type Condition
Job Stage Condition
Web Lead Condition
Item Name Condition
Using "Target" Tokens in Automations Triggering a Specific Event
Actions
Add Event Action
Add Task Action
Update Field Action
Send Email Action
Web Request Action
Tutorials, Templates and Ideas
Sending a Quote, Questionnaire or Contract Through Automation
Sending a Meeting or Session Reminder
Automation Templates
Sending an Invoice Reminder Through Automation
