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.