Automation Recipes

How Do I Create an Automation To Send an Email and Create a Task After a Period of Time for a Job?

This Time-based Automation will send an email and create a task after a Job has been in a certain Status for a period of time.

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


  1. Choose the "Time based" trigger type
  2. Select the "Job" trigger record
  3. Run this automation: "X " (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "After" "Date Status Changed"
  4. Select +Add Condition
    1. If Status is "Lead" (Status names may vary depending on your Workflow)
  5. Check the radio for "Require all conditions to be true"
  6. Select +Add Action
  7. Choose the "Create Task" Action
  8. Create your Task and choose the assignees, then click "Save"
  9. Select +Add Action again
  10. Choose the "Send Email" action
  11. Select the appropriate Email Template from the drop-down menu
  12. Choose your Recipient (this will be the Parent Contact of the Job that is triggering the Automation) and then Save.

    Automations Time - Recipe 03

    Automations Time - Recipe 03 Action


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