Add & manage stage automations

Each pipeline stage can have one or more automations that trigger automatically when a job enters it. This article explains how to add and configure automations, control the order they run in, and delete them.

Add automations

To add an automation to a pipeline:

1. Select the stage you want to link the automation to, click Add automations or click Edit automations on any automation if you already have one:

   

2. Select the automation type. For descriptions of each, see Automation types below.

3. Select a template for your automation or click New template to create a new one. Once the template is created and saved, you will be able to select it from the list.

   

4. If you want additional emails to be sent to your clients when they don’t respond within a certain time frame, enable the Reminders feature . These automations work for the organizers, client requests, proposals, invoices and messages.

   

5. If you want your automation to be triggered only for certain clients, click Add conditions or Edit conditions (if the logis is already set up), then add a condition. Here’s more on conditional stages and automations .

   

6. Add as many automations for each stage as needed. 

   

7. Decide if you want your jobs to be moved automatically to the next stage once all associated actions are done, e.g., the organizer is completed, the invoice is paid, etc. Read more on automoving jobs .

   

8. Click the Save button to save your changes.

Attention

Newly added automations won’t trigger for jobs that were moved to a stage before the automation was created.

The order of automations

Usually, you shouldn’t be aware of the order of automations inside one stage or custom job status. They are triggered one-by-one once a job enters the stage or is assign with status. So, if a message is sent to the client along with organizer, these two events happen almost simultaneously.

However, in some cases, automation order matters because some automations may depend on others. For example, if you have the Update account tags automation that clears all tags from client accounts, and the conditional automation that sends organizers only to the accounts with a specific tag applied, you should check the order carefully. In the latter example, you may want to place the Update account tags automation in the second place, or the conditional automation will not work.

You can change the order of automations. To access the Automations sidebar, click on any automation inside the stage, hover the mouse over the Move icon, then drag-n-drop it. 

View automations in pipelines

You can always find out what automations are being used in a pipeline. You can also add or delete automations quickly.

• There’s an automation icon with the counter above each stage. Click the icon to explore the details: what automations the stage has and what templates are used. If there are conditional automations, they will be marked accordingly. Point the cursor to see the tag that triggers the automation.

• If there is a conditional stage, you’ll see the Stage conditions link above it. Click to explore which tags are used as triggers.

  

Edit automations

To edit an existing automation in a pipeline:

1. Go to Workflow > Pipelines, click the three dots to the far right of the pipeline name, and select Edit.
2. Click the Edit automations link or any automation inside the stage to open the Automations sidebar.
3. Make your changes.
4. Click Save, then save the pipeline.

Delete automations

You can delete automations while editing a pipeline.

1. When editing the pipeline in the Stages tab, select the stage or a custom job status with the automation. You can see the number of automations in a stage on the middle.

2. Click on any automation inside the stage or the Edit automations link to access the Automations sidebar.

3. Click on the trash can icon to the right of the automation, then click Save.

   

Reference: Automation types

Each automation triggers as soon as a job for a client enters the stage.

Share

Link copied