An Automation is an automatic sequence that is made to follow up with every customer where it is activated. An Automation can be triggered (started) off of three things. A milestone, a Digiform, or a Job being made complete.

  1. When you are in Settings click the Automation tab.
  2. You can make a new automation by clicking the green plus sign.
  3. Type the name where it says “New Automation Project”. Create your Automation by clicking the blue “ADD” button to the right of the Automation name.
  4. You can now start your Automation.

in Automation