Automations

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

37 articles in this collection
Written by Nicole

Understanding Automations

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

Written by Nicole
Updated over a week ago

Observables

Calendar › Call

Trigger an automation based on a call

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Updated over a week ago

Calendar › Meeting

Trigger an automation based on a meeting

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Updated over a week ago

Calendar › Session

Trigger an automation based on a session

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Updated over a week ago

Contact › Anniversary

Trigger an automation based on a contact's anniversary

Written by Nicole
Updated over a week ago

Contact › Birthday

Trigger an automation based on a contact's birthday

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Updated over a week ago

Contract › All clients signed electronically

Trigger an automation when your clients sign their contract

Written by Nicole
Updated over a week ago

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

Written by Nicole
Updated over a week ago

Invoice › Balance Due

Trigger an automation based on invoice balance and due date

Written by Nicole
Updated over a week ago

Job › Final Session

Trigger an automation based on the final session on a job

Written by Nicole
Updated over a week ago

Job › First Session

Trigger an automation based on the first session on a job

Written by Nicole
Updated over a week ago

Job › Milestone reached: Booked

Trigger an automation when a job moved to booked

Written by Nicole
Updated over a week ago

Job › Milestone reached: Fulfillment

Trigger an automation when a job moves to fulfillment

Written by Nicole
Updated over a week ago

Job › Milestone reached: Completed

Trigger an automation when a job is marked completed

Written by Nicole
Updated over a week ago

Job › Primary Session

Trigger an automation based on the job date

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Updated over a week ago

Lead › Created

Trigger an automation when a new lead is created

Written by Nicole
Updated over a week ago

Lead › Previous interaction date

Trigger an automation based on previous interaction date

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Updated over a week ago

Lead › Lead Status Changed

Trigger an automation when a lead status changes

Written by Nicole
Updated over a week ago

Quote › Expiration Date

Trigger an automation based on a quote's expiration date

Written by Nicole
Updated over a week ago

Mail › Message Sent

Trigger an automation when an email is sent

Written by Nicole
Updated over a week ago

Questionnaire › Submitted (first time in client access)

Trigger an automation when a questionnaire is submitted

Written by Nicole
Updated over a week ago

Sales Order › Booked (in client access)

Trigger an automation when an order is booked

Written by Nicole
Updated over a week ago

Task › Completed

Trigger an automation when a specific task is completed

Written by Nicole
Updated over a week ago

Conditions

Job Type Condition

Limit an automation to a specific job type

Written by Nicole
Updated over a week ago

Job Stage Condition

Limit an automation to a specific job stage

Written by Nicole
Updated over a week ago

Web Lead Condition

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

Written by Nicole
Updated over a week ago

Item Name Condition

Limit an automation to run for a specific item

Written by Nicole
Updated over a week ago

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.

Written by Nicole
Updated over a week ago

Actions

Add Event Action

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Updated over a week ago

Add Task Action

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Updated over a week ago

Update Field Action

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Updated over a week ago

Send Email Action

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Updated over a week ago

Web Request Action

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Updated over a week ago

Tutorials, Templates and Ideas

Sending a Quote, Questionnaire or Contract Through Automation

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

Written by Nicole
Updated over a week ago

Sending a Meeting or Session Reminder

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

Written by Nicole
Updated over a week ago

Automation Templates

Automations you can install from the template gallery with one click

Written by Nicole
Updated over a week ago

Sending an Invoice Reminder Through Automation

Automatically send out invoice reminders based on their due date

Written by Nicole
Updated over a week ago