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

This Time-based Automation will send an email to a customer once it has been moved into a certain Status.

Prior to setting up this Automation, create an Email Template.

Recipe:

Choose the Time based trigger type
Select the Job trigger record
Enter this information in the timeframe dropdowns: X (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) After and Date Status Changed.
Select +Add Condition
- If Status is Paid & Closed
Save the Condition
Select +Add Action
Choose the Send Email Action
- Click Continue
Select the appropriate Email Template from the drop-down menu
Choose your intended recipient(s)
Save the Automation when you are finished

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