Táve

Calendar › Call

Calendar › Meeting

Calendar › Session

Trigger an automation based on a contact's anniversary

Contact › Anniversary

Trigger an automation based on a contact's birthday

Contact › Birthday

Trigger an automation when your clients sign their contract

Contract › All clients signed electronically

Trigger an automation when you countersign a contract with the trigger: Contract › Studio accepted and signed

Triggering an Automation When a Contract is Signed by Your Studio

Trigger an automation based on invoice balance and due date

Invoice › Balance Due

Trigger an automation based on the final session on a job

Job › Final Session

Trigger an automation based on the first session on a job

Job › First Session

Trigger an automation when a job moved to booked

Job › Milestone reached: Booked

Trigger an automation when a job moves to fulfillment

Job › Milestone reached: Fulfillment

Trigger an automation when a job is marked completed

Job › Milestone reached: Completed

Trigger an automation based on the job date

Job › Primary Session

Trigger an automation when a new lead is created

Lead › Created

Trigger an automation based on previous interaction date

Lead › Previous interaction date

Trigger an automation when a lead status changes

Lead › Lead Status Changed

Trigger an automation based on a quote's expiration date

Quote › Expiration Date

Trigger an automation when an email is sent

Mail › Message Sent

Trigger an automation when a questionnaire is submitted

Questionnaire › Submitted (first time in client access)

Trigger an automation when an order is booked

Sales Order › Booked (in client access)

Trigger an automation when a specific task is completed

Task › Completed

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