Automations
Rules that fire when something happens in the app — texts, emails, tasks, status changes.
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Add Automation
Name
Trigger type
Event based
Time based
When a
is
Trigger record
Run this automation
Minutes
Hours
Days
After
Before
On the next
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
At
Conditions
+ Add condition
No conditions — runs on every trigger.
Actions
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Delete
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+ Save
Add Condition
If
Only if
Field
is modified.
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+ Save
Add Action
Action type
Send text message
Send email
Recipient
Contact (customer)
Sales rep
Current assignee
Subject
Message
0 chars (1 SMS)
Click to insert:
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+ Save