What Is an Automation?

Save time by using Automations to complete simple tasks.

Automations use simple "When/If/Then" logic to give JobNimbus instructions for specific events in your account and complete an action when that event happens.

There are three different sections when creating an Automation Rule:

1. When the triggering record is Created, Modified, or Deleted.

   1. For example: "When a Contact is Created".

2. If the triggering record meets specific conditions.

   1. For example: "If the Contact's Type is  Residential Retail".

3. Then complete the action. 
   

   1. For example: "Then create a Task for the Sales Rep to call the Contact".

You can use Automations to create rules to move Contacts or Jobs through Statuses, create Tasks, and even send out emails using your templates.