Automations

• Understanding Automations

• Calendar › Call
• Calendar › Meeting
• Calendar › Session
• Contact › Anniversary
• Contact › Birthday
• Contract › All Clients Signed Electronically

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• Job Type Condition
• Job Stage Condition
• Web Lead Condition
• Item Name Condition
• Brand Name Condition
• Using "Target" Tokens in Automations Triggering a Specific Event

• Add Event Action
• Add Task Action
• Update Field Action
• Send Email Action
• Web Request Action

• Sending a Quote, Questionnaire or Contract by Automation
• Sending a Meeting or Session Reminder
• Automation Templates
• Sending an Invoice Reminder by Automation