Understanding Automations

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

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Calendar › Call

Trigger an automation based on a call

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Calendar › Meeting

Trigger an automation based on a meeting

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Calendar › Session

Trigger an automation based on a session

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Contact › Anniversary

Trigger an automation based on a contact's anniversary

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Contact › Birthday

Trigger an automation based on a contact's birthday

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Contract › All clients signed electronically

Trigger an automation when your clients sign their contract

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Triggering an Automation When a Contract is Signed by Your Studio

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

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Invoice › Balance Due

Trigger an automation based on invoice balance and due date

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Job › Final Session

Trigger an automation based on the final session on a job

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Job › First Session

Trigger an automation based on the first session on a job

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Job › Milestone reached: Booked

Trigger an automation when a job moved to booked

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Job › Milestone reached: Fulfillment

Trigger an automation when a job moves to fulfillment

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Job › Milestone reached: Completed

Trigger an automation when a job is marked completed

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Job › Primary Session

Trigger an automation based on the job date

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Lead › Created

Trigger an automation when a new lead is created

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Lead › Previous interaction date

Trigger an automation based on previous interaction date

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Lead › Lead Status Changed

Trigger an automation when a lead status changes

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Quote › Expiration Date

Trigger an automation based on a quote's expiration date

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Mail › Message Sent

Trigger an automation when an email is sent

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Questionnaire › Submitted (first time in client access)

Trigger an automation when a questionnaire is submitted

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Sales Order › Booked (in client access)

Trigger an automation when an order is booked

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Task › Completed

Trigger an automation when a specific task is completed

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Job Type Condition

Limit an automation to a specific job type

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Job Stage Condition

Limit an automation to a specific job stage

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Web Lead Condition

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

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Item Name Condition

Limit an automation to run for a specific item

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Add Event Action

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Add Task Action

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Update Field Action

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Send Email Action

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Web Request

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Sending a Quote, Questionnaire or Contract Through Automation

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

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Sending a Meeting or Session Reminder

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

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Using "Target" Tokens in Automations Triggering a Specific Event

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

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Automation Templates

Automations you can install from the template gallery with one click

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Sending an Invoice Reminder Through Automation

Automatically send out invoice reminders based on their due date

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