Automation Recipes

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

This Event-based Automation will send an email to a manager, notifying them that a Contact's Status has been changed.

Prior to set up, create an Email Template


  1. Choose the "Event based" trigger type
  2. Select the "Contact" trigger record
  3. Choose when the record type is "Created or Modified"
  4. Select +Add Condition
    1. If Type is  "Retail" (Workflow Types vary depending on your settings)
  5. Select +Add Condition again
    1. If Status is "Signed Contract" (Status names may vary depending on your Workflow) 
  6. Check the box next to "Only if Status is modified"
  7. Check the radio for "Require all conditions to be true"
  8. Select +Add Action
  9. Choose the "Send Email" Action 
    Screen Shot 2021-08-05 at 4
  10. Select the appropriate Email  Template from the drop-down menu, choose your recipient(s), and Save
  11. Save the Automation when you are finished


Easily add an Action to any Automation to include a text message with Engage. Follow these instructions to create Engage Text Automations.