Jobs (Advanced): Automove

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Tip! Download the Automove triggers checklist to know when automove works and when it doesn't.

The Automove Jobs feature simplifies your workflow by making jobs move from stage to stage in a pipeline on their own. Use the feature with automations, linked elements, or both. Create dependency to let jobs automatically jump ahead every time all actions within a stage are completed by a team member or client.

Automove Jobs, Explained

Here’s how it works:

1. While adding stages and automations to a pipeline, toggle on Automove jobs in the stages where you will want jobs to automatically move ahead.

2. Once you add a job to a pipeline, automations in the first stage are triggered.

3. If Automove jobs is toggled on for the first stage, the job automatically moves to the second stage once all the actions in the first stage are completed (e.g., a proposal signed, an invoice paid, etc.), then the automations for the second stage are triggered—and so on.

4. Once a job arrives in its final stage and all actions are completed, you can archive it.

Keep in mind:

  • If several automations are added to a stage that has Automove jobs toggled on, the job automatically moves once all actions are completed.
  • The Automove jobs feature recognizes invoices, proposals, organizers, tasks, documents, and chats even if they are manually linked to a job within a stage. If there are linked elements with incomplete actions, the job won’t move ahead.
  • You can’t toggle on Automove jobs for the last stage of a pipeline.
  • Look at the counter at the right of the job box to find out if there are any unfinished elements for a current stage. For a detailed explanation, go here.

How Automove Jobs Works with Automations

The Automove jobs feature works only with automations that require specific user actions, either from a team member or from the client. Check out the details below and click on the name of each automation to find out how to employ it:

Automation What happens automatically


Action required Who performs the action Triggers Automove
Send organizer
Organizer sent to client and linked to job Submit organizer
Client Yes
Create invoice Invoice sent to client and linked to job Pay the full amount Client Yes
Send proposal Proposal sent to client and linked to job Sign Client Yes
Create task Task created for team member and linked to job Mark as completed or canceled Team member Yes
Send message (if there are tasks for the client added to the template) Message sent to client and linked to job Check off client tasks Client Yes
Send message (if there are no tasks for the client in the template) Message sent to client and linked to job - Performed automatically No
Apply folder template Folder template applied to client account - Performed automatically No
Apply tag for account
Tags applied or deleted - Performed automatically No
Update account access Team members are added or revoked from the account - Performed automatically No
Update job assignee Team members are added as job assignees or removed - Performed automatically No
Send email
Email is sent to client - Performed automatically No

How Automove Jobs Works with Manually Linked Elements

Sometimes you may prefer to manually add an existing invoice, proposal or another element to a job, rather than use automations to create it. Besides, some elements (e.g., documents) can only be linked manually. However, elements linked manually trigger the Automove jobs just the same. Check out the details below and click on the name of each element to see how to employ it:

Linked Element Action Required Triggers Automove
Proposal
Sign Yes
Document pending signature
Sign Yes
Document pending payment
Pay the invoice the document is locked to Yes
Document pending approval
Approve Yes
Invoice
Pay the full amount Yes
Organizer
Submit Yes
Task
Mark as complete or cancel Yes
Chat thread with tasks for client
Check off client tasks Yes
Chat thread without tasks for client -
No
Note - No
Payment - No
Time entry - No
Wiki Page - No
Job
- No
SMS - No

Automove Jobs Q&A/Examples

Question Answer
What happens when Automove jobs is toggled on for a stage that includes these automations and linked elements:
Create invoice and Update account tags?
The job automoves once the client pays the full invoice amount.

Update account tags and Send email?

The job won’t automove.
Send proposal and Send message? The job automoves once the client signs the proposal and all client task to-do items inside the chat thread are marked completed (if there are no client tasks in the template then the signing of the proposal is the only action that triggers automove).
Send proposal containing an invoice? The job automoves once the client signs the proposal (however, if you link an invoice manually, the job automoves once the proposal is signed and the invoice fully is paid).
Send organizer and a linked document pending approval?

The job automoves once the client or team member submits the organizer and approves the document.
Send organizer and a manually linked pending proposal? The job automoves once the client or team member submits the organizer and signs the proposal.
A manually linked pending organizer and no automations? The job automoves once the client or team member submits the organizer.
A manually linked invoice and no automations? The job automoves once the client makes a full payment
A manually linked document pending signature and payment? The job automoves once the client signs the document and makes a full payment.
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