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- Automations
What is an Automation?
JobNimbus Automations work like your digital personal assistant.
The feature uses simple "When/If/Then" statements to give JobNimbus instructions to look out for specific events in your account and do an action when that event happens.
We can see these 3 different sections when creating an automation rule:
- When the Triggering Record is Created, Modified, or Deleted.
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For example: "When a Contact is Created"
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- If the Triggering Record meets specific conditions.
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For example: "If the Contact's Type is equal to Residential Retail"
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- Then fire the action.
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For example: "Then create a Task for the Sales Rep to call the Contact"
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You can use Automations to create rules to move Contacts or Jobs through Statuses, create tasks, and even send out emails using your templates.
Learn about the differences between Time-Based and Event-Based Automations