Automations
Set up automated workflows that trigger based on project events
Customer Feedback Request
ActiveAutomatically send an internal feedback request to the customer via email or SMS at a configurable project stage.
Trigger
Project status changes to "Complete"
Action
Send feedback request email to customer
Delay
24 hours after trigger
Follow-up Reminder
InactiveSend a reminder to the project manager when a lead has not been contacted within a set number of days.
Trigger
Lead created with no activity
Action
Notify assigned PM via email
Delay
48 hours after lead creation
Google Review Request
ActiveAfter receiving a 4+ star internal feedback, automatically send the customer a Google Review link.
Trigger
Internal feedback received with rating >= 4
Action
Send Google Review link via email
Delay
Immediately
Estimate Follow-up
InactiveRemind the customer to review and approve an estimate that has been sent but not responded to.
Trigger
Estimate status is "Sent" for X days
Action
Send follow-up email to customer
Delay
5 days after estimate sent