Automate jobs and tasks
Automate workflow actions: create tasks, update statuses, job dates, and assignees.
Create tasks automatically & link to jobs
Once a team member completes a task, the job moves automatically to the next stage of the pipeline.
Update client-facing status automatically
Let your pipelines do the work for you: automate updating client-facing job status at any stage.
Update job dates automatically
Automatically update Intake Date and Internal Deadline fields as jobs move through pipeline stages.
Update job assignees automatically
Automatically assign or remove job assignees at specific pipeline stages.
Automate job assignment via account tags
Configure your pipelines to assign jobs automatically to the appropriate team members.