Overview

When a new lead comes in, you may want to automatically assign a task and send them a welcome email. This article will walk you through how to set that up using automation in Supermove.

You can customize the automation by adding more actions or simplifying it based on your workflow needs.

Overview of Steps

1. Create a task template
2. Create an email template
3. Create a automation using email and task templates

1. Create a task template (for automated tasks)

This will be used for the task that automatically gets created for your team.

1. Go to Settings > Tasks
2. Click Create Task Template
3. Fill in the required fields:
   • Task Name
   • Template Name
4. (Optional) Add a Due In time, Assignee, and Details
5. Click Save

Note: See a full-length article on how to create a task template here

2. Create an email template (for automated emails)

1. Go to Settings > Email
2. Click Create Email Template
3. Choose Custom Email Template as the type
4. Add:
   1. Recipients
   2. Subject Line
   3. Email Body
5. Click Save

Note: See a full-length article on how to create an email template here

Create an Automation using Your Templates

Prefer a visual walkthrough? Watch our step-by-step video here

Setting up the Automation

1. Navigate to Settings > Automations

2. Click on Create Automation

3. Enter a Name for your automation and Save

4. You will be navigated to the automation builder page

Add a Trigger

5. Select the desired trigger for the automation. For example, if you want to create a task every time a new lead is created, click on Project > New project created

6. Select the project types that you would like this automation to apply to. You may select more than one project type here

7. Click on Done

Add a Task Action

8. Select the Create task action

9. Select the desired task template

10. Click on Done

Tip: Want to add more tasks? Repeat steps 8–10.

11. To send an automated email at the same time, click on the + icon, then select the Send email action

12. Select the desired email template

13. Click on Done

14. Click on Save Automation

15. Finally, when you're satisfied with the flow, toggle the automation active

That’s it! The automation will now trigger every time a new project is created — automatically assigning a task and sending your welcome email.

Additional Resources

1. For additional video tutorials click here!
2. For a breakdown of all the possible triggers (events) and actions, see the Events & Actions Explained Article.