What is the difference between Event-based and Time-based Automations?

Learn how the different types of Automations can best serve the Actions you want to execute.

Event-based Automations

These types of Automations can be used to trigger Actions immediately once the Conditions are met. Some examples of how Event-based Automations can be used:

  • Send notifications to your team members as soon as a record is updated.
  • Notify a Sales Rep immediately when a new lead is entered into the system.
  • Assign Tasks when a record in the system is updated.
  • Create a follow-up Task after an appointment is completed.
  • Send the client an email when they move into a specific Status.

Time-based Automations

These types of Automations can be used to trigger Actions at some specified time after the Conditions have been met. Some examples of how Time-based Automations can be used:

  • Send an email at a specific time.
  • Notify a Sales Rep if a lead's Status hasn't changed for a long time.
  • Change the Status of a Contact or Job after a period of time.
  • Create a follow-up Task a few days after an appointment is completed.
  • Send appointment reminder emails to customers.