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Automations
Work smarter, not harder, by automating actions from task creation to email communications.
- What Is an Automation?
- Where Do I Find My Automations?
- What Is the Difference Between Event-based and Time-based Automations?
- Can I Make a Single Automation Trigger Multiple Actions?
- What Are the Different Actions I Can Have an Automation Execute?
- What Kind of Conditions Can I Use With an Automation?
- All JobNimbus Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
- How Do I Create an Automation To Create a Task Based on the Completion of a Previous Task?
- How Do I Create an Automation To Automate a Workflow?
- How Do I Create an Automation To Send a Notification to a Customer Regarding an Appointment?
- How Do I Create an Automation To Make a Task List for a Sales Rep With a New Lead?
- How Do I Create an Automation To Send a “Welcome” Email to a New Lead?
- How Do I Create an Automation To Send a Follow-up Email When a Contact Has Been Sitting in a Status for a Certain Amount of Time?
- How Do I Create an Automation To Move a Contact to Another Status After a Period of Time?
- How Do I Create an Automation To Send an Email and Create a Task After a Period of Time for a Job?
- How Do I Create an Automation To Send an Email Reminder Before an Appointment?
- How Do I Create an Automation To Create a Task Using a Custom Field as a Condition?
- How Do I Create an Automation To Change Status and Create a Task from a Work Order?
- How Do I Create an Automation To Send an Email at a Specific Time?
- How Do I Create an Automation To Assign a Task Based on a Status Update?
- How Do I Create an Automation To Notify a Sales Rep of a New Lead?
- How Do I Create an Automation To Create an Appointment Reminder Task for Team Members?
- How Do I Create an Automation To Notify a Manager of a Contact’s Status Update?
- How Do I Create an Automation To Send a Payment Reminder to a Non-Paying Contact?
- How Do I Get Notified That a Document Has Been Signed?
- How Do I Get Notified That an Estimate Has Been Signed?
- How Can I Get Notified That a Form Has Been Completed?
- How do I Send an Invoice Automatically?
- How Do I Create an Automation That Requests a Review From a Customer?
- Can I Be Notified When a Contact or Job Has Been Deleted?
- How Do I Create an Automation to Request a Referral From a Former Customer?