Top Automations to Have
- Update Project Sales Stages
- Send a 'Sale Closed' Email to your Salesperson
- Documentation Flows: Triggers & Actions
- Job Started & GPS Triggers
- Notifications to Office Staff
- Send Proposals Automation: Quote & Confirmation
Videos
Understanding the Basics
- Using Automations to Send Notifications to External Systems
- Automations: Stop with Tags
- Automations on the Project Toolbar
- Cancelled Project/Job Trigger
- Sending automated SMS (Text Message)
- List of Events (Triggers) and Actions