Automations
Automate job progress, task assignments, client communication, emails, and more.
How stage automations in pipelines work
Stage automations trigger actions as jobs move through stages.
Automate job assignment via account tags
Configure your pipelines to assign jobs automatically to the appropriate team members.
Move job automatically when document approved
Link document to your job and make automation magic happen once it is approved.
Auto-upload documents with folder templates
Automate file delivery to different clients to the right folder without manual effort.
Apply folder templates automatically
Automatically create a folder structure for clients by utilizing pipeline automation.
Create tasks automatically & link to jobs
Once a team member completes a task, the job moves automatically to the next stage of the pipeline.
Send messages to clients automatically & link to jobs
Send messages via pipeline automations and manually link threads to jobs.
Update account tags automatically
Automatically apply, remove, or replace account tags at any pipeline stage.
Update job dates automatically
Automatically update Intake Date and Internal Deadline fields as jobs move through pipeline stages.
Send client requests automatically & link to jobs
Once the request is submitted, the job moves automatically to the next stage of the pipeline.
Move job automatically when e-signature complete
Link document to your job and make automation magic happen once they are fully signed.
Update client-facing status automatically
Let your pipelines do the work for you: automate updating client-facing job status at any stage.
Send invoices automatically & link to jobs
Automatically move jobs to the next stage once the invoice is fully paid.
Send organizers automatically & link to jobs
Once a client submits the organizer, the job moves automatically to the next stage of the pipeline.
Update account access automatically
Adjust team access to client accounts at specific pipeline stages.
Update job assignees
Automatically assign or remove job assignees at specific pipeline stages.
Send email automatically
Send personalized emails at specific pipeline stages by using templates with shortcodes.
Use account roles in your workflow
Assign tasks and jobs automatically based on account roles.