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Automations

Automations

Work smarter, not harder, by automating actions from task creation to email communications.

What Are the Different Actions I Can Have an Automation Execute?

Where Do I Find My Automations?

Can I Make a Single Automation Trigger Multiple Actions?

What Is the Difference Between Event-Based and Time-Based Automations?

All JobNimbus Automations

What Is an Automation?

What Kind of Conditions Can I Use With an Automation?

Event-Based Automations

How Do I Create an Event-Based Automation?

Time-Based Automations

How Do I Create a Time-Based Automation?

Automation Recipes

How Do I Create an Automation to Request a Referral From a Former Customer?

Can I Be Notified When a Contact or Job Has Been Deleted?

How Do I Create an Automation That Requests a Review From a Customer?

How Can I Get Notified That a Form Has Been Completed?

How Do I Create an Automation To Notify a Manager of a Contact’s Status Update?

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 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 Create an Appointment Reminder Task for Team Members?

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 do I Send an Invoice Automatically?

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