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Help Center
Automations
Boards
Automations
Event based Automations
Time based Automations
Automation Recipes
Mobile App
Calendar
Tasks
Contacts and Jobs
Documents and Photos
Estimates
Forms
Notifications
Troubleshooting
Getting Started
Settings
Subscription
Templates
Company Info
General Settings
Groups
Template Questions
Workflows
Team
Forms
Contacts & Jobs
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communicating with Contacts
Financials
Budgets
Credit Memos
Material Orders
Work Orders
Invoices
Estimates
Payments
Taxes
Products and Services
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
API
Accurence
Beacon
BirdEye
CompanyCam
EagleView
Global Payments
HailTrace
HOVER
Leap
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Spotio
SumoQuote
Sunlight Financial
Xactimate
Zapier
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Reports
Custom Reports
Built-in Reports
Dashboard
Classic Dashboard
Sales Dashboard
App Status
Additional Resources
General
Sales and Financial Information
Backing up data
The old app
Suggestions?
WePay
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?
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 can I get notified if a Form has been completed?
How do I create an Automation to assign a Task based on a Status update?
How do I create an Automation to notify a manager of a Contact's 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 an email notification 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 the Status of a Work Order and create a Task?
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?
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