Automations
Learn how to automate the tedious tasks to free up your time.
Booking › Event Scheduled Online
Calendar › Call
Calendar › Meeting
Calendar › Session
Contact › Anniversary
Contact › Birthday
Contract › All clients signed electronically
Contract › Studio accepted and signed
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
Mail › Message Sent
Questionnaire › Submitted (first time in client access)
Quote › Expiration Date
Sales Order › Booked (in client access)
Task › Completed