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Automations
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
Written by
Nicole
Updated over a week ago
Calendar › Meeting
Trigger an automation based on a meeting
Written by
Nicole
Updated over a week ago
Calendar › Session
Trigger an automation based on a session
Written by
Nicole
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
Written by
Nicole
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
Written by
Nicole
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
Written by
Nicole
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
Written by
Nicole
Updated over a week ago
Add Task Action
Written by
Nicole
Updated over a week ago
Update Field Action
Written by
Nicole
Updated over a week ago
Send Email Action
Written by
Nicole
Updated over a week ago
Web Request Action
Written by
Nicole
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