Automation Recipe: Create a Checklist When a Contact Reaches a Specific Status

Scenario:

Create a new automated rule: When a contact reaches a “documents required” status, create a checklist of tasks to be completed by the assignee or sales rep.

Instructions:

  1. Proceed to the Automations section of your JobNimbus Settings.
  2. Select + Add Rule.
  3. Input a Rule Name, such as “Documents Required Tasklist”.
  4. Within the following line, select the statement “When a Contact is Created or Modified.
  5. Select + Add Condition.
  6. From the conditional statement, select “If Type is equal to” and select the name of the contact workflow in which your lead status resides (i,e. “Customer” or “Residential”). Ensure “Only if Type is modified” is unchecked.
  7. Select + Save.
  8. Select + Add Condition
  9. From the conditional statement, select “If Status is equal to” and select the name of your documents required status (i,e. “Docs”, “Documents Required”, etc.). Ensure “Only if Status is modified” is unchecked.
  10. Select + Save.
  11. Select the radio button for “Require all conditions to be true”.
  12. Select + Add Action.
  13. From the drop-down, select Create Task.
  14. Select the “Task Type” from the drop-down menu.
  15. Input a “Task Name”, such as “Get Billing Information”.
  16. Input a “Description", if desired.
  17. Set the desired start date of the task from when the automation is triggered (i,e. 1 day, 72 hours, 30 minutes, etc.).
  18. Select the “Priority” from the drop-down menu, if applicable.
  19. Within the “Assigned to” drop-down menu, select Sales Rep or Assigned to.
  20. Ensure “ Maintain related contacts and jobs” is checked.
  21. Select + Save.
  22. Repeat steps 13-20, as desired.
  23. You will be returned to the Rule window. Once complete, select + Save. Your automation is now active.