Understanding Automations

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

Written by Nicole Hoffman
Updated over a week ago

Calendar › Call

Trigger an automation based on a call

Written by Nicole Hoffman
Updated over a week ago

Calendar › Meeting

Trigger an automation based on a meeting

Written by Nicole Hoffman
Updated over a week ago

Calendar › Session

Trigger an automation based on a session

Written by Nicole Hoffman
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Contact › Anniversary

Trigger an automation based on a contact's anniversary

Written by Nicole Hoffman
Updated over a week ago

Contact › Birthday

Trigger an automation based on a contact's birthday

Written by Nicole Hoffman
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Contract › All clients signed electronically

Trigger an automation when your clients sign their contract

Written by Nicole Hoffman
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 Hoffman
Updated over a week ago

Invoice › Balance Due

Trigger an automation based on invoice balance and due date

Written by Nicole Hoffman
Updated over a week ago

Job › Final Session

Trigger an automation based on the final session on a job

Written by Nicole Hoffman
Updated over a week ago

Job › First Session

Trigger an automation based on the first session on a job

Written by Nicole Hoffman
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Job › Milestone reached: Booked

Trigger an automation when a job moved to booked

Written by Nicole Hoffman
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Job › Milestone reached: Fulfillment

Trigger an automation when a job moves to fulfillment

Written by Nicole Hoffman
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Job › Milestone reached: Completed

Trigger an automation when a job is marked completed

Written by Nicole Hoffman
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Job › Primary Session

Trigger an automation based on the job date

Written by Nicole Hoffman
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Lead › Created

Trigger an automation when a new lead is created

Written by Nicole Hoffman
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Lead › Previous interaction date

Trigger an automation based on previous interaction date

Written by Nicole Hoffman
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Lead › Lead Status Changed

Trigger an automation when a lead status changes

Written by Nicole Hoffman
Updated over a week ago

Quote › Expiration Date

Trigger an automation based on a quote's expiration date

Written by Nicole Hoffman
Updated over a week ago

Mail › Message Sent

Trigger an automation when an email is sent

Written by Nicole Hoffman
Updated over a week ago

Questionnaire › Submitted (first time in client access)

Trigger an automation when a questionnaire is submitted

Written by Nicole Hoffman
Updated over a week ago

Sales Order › Booked (in client access)

Trigger an automation when an order is booked

Written by Nicole Hoffman
Updated over a week ago

Task › Completed

Trigger an automation when a specific task is completed

Written by Nicole Hoffman
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Job Type Condition

Limit an automation to a specific job type

Written by Nicole Hoffman
Updated over a week ago

Job Stage Condition

Limit an automation to a specific job stage

Written by Nicole Hoffman
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Web Lead Condition

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

Written by Nicole Hoffman
Updated over a week ago

Item Name Condition

Limit an automation to run for a specific item

Written by Nicole Hoffman
Updated over a week ago

Add Event Action

Written by Nicole Hoffman
Updated over a week ago

Add Task Action

Written by Nicole Hoffman
Updated over a week ago

Update Field Action

Written by Nicole Hoffman
Updated over a week ago

Send Email Action

Written by Nicole Hoffman
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Web Request

Written by Nicole Hoffman
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Sending a Quote, Questionnaire or Contract Through Automation

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

Written by Nicole Hoffman
Updated over a week ago

Sending a Meeting or Session Reminder

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

Written by Nicole Hoffman
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 Hoffman
Updated over a week ago

Automation Templates

Automations you can install from the template gallery with one click

Written by Nicole Hoffman
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Sending an Invoice Reminder Through Automation

Automatically send out invoice reminders based on their due date

Written by Nicole Hoffman
Updated over a week ago