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Automations
Automations

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

Nicole avatar
By Nicole1 author37 articles
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
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