Overview
Supermove provides a range of Events and Actions for task automation. To start, it's important to understand the following:
- An Event is something that happens in Supermove, like pressing a button or sending an email. It's the reason/trigger for an Action to take place.
- An Action is something that happens because of a certain Event. It's like a step in a process - something that will occur.
Events
Here's a list of Events you can select for your Automation, and the options provided for each one. Keep in mind that Events trigger an Action!
What it looks like in Supermove:
List of Events and Options:
Events: |
Options per Event: |
| Quote |
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| Confirmation |
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| Project |
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| Job |
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| Schedule |
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| Tags |
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| SMS |
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| Payments |
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| Staff |
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| GPS |
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| Document Flow |
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Actions
Here's a list of Actions you can use to initiate an event. Keep in mind that an Action happens after an Event!
What it looks like in Supermove:
List of Actions and Options:
Actions: |
Options per Event: |
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Stop If: Prevents an action from triggering under specific parameters |
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Delay: To decide at what point the trigger is actioned |
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Create Task: Create a task using a task template |
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Archive Task: Archive a task from this automation. |
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| Complete Task: Automatically updates the task status to complete |
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| Update Task |
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| Send Virtual Walkthrough SMS: sends a text message to the client with the VWT link |
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| Send Email: Send an automated email to the client, or Office staff |
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Send SMS: Send an automated SMS using SMS templates. |
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Send Quote |
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Send Confirmation |
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Send Document Flow |
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Assign to Branch: Assigns this event to action for a specific branch |
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Add Project Tag(s) |
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Remove Project Tag(s) |
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| Invoke Webhook |
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| Assign Office Staff |
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| Update Project Sales Stage |
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