Overview

Automations are really powerful to help you automate various parts of Supermove.

For example, if you send out a quote or confirmation to a customer, you may want to send a reminder email the next day. However, you likely do not want to send this reminder if the customer signed the confirmation already. 

Creating an Automation

1. First, select Confirmation Sent as your trigger

2. Next, add a Delay of 1 day, and add the Send email action with your desired email template

This automation now sends the confirmation email again to the customer after a day. However, to ensure the automation doesn't send if the document gets signed, we use Stop If logic.

Adding 'Stop If' Logic

1. First, add the Stop If action after the Delay action. This gets the latest project details, including the project status

Note: We can check the status of the project before sending the confirmation reminder email because we know that when a customer signs a confirmation, the project status gets updated to 'Booked'.

2. Click Done and Save Automation to wrap it up

You’ve now created an automation where the reminder email to the customer will only get sent if the job is not yet booked. Congratulations!

Additional Notes:

There are many ways to use the Stop If action. For example, you may also do a similar process based on other tasks being completed.

If you’ve already created a task, and you want to create reminder tasks or a whole set of tasks, you can stop it from happening if the previous task was already completed!

Example below: