Overview

Welcome to Automations.

Drip

Calendar

Dashbaord

Trigger Email

Add Tags

End

Click and navigate the overview documentation by clicking on the topics below or on the left. You can learn what projects are all about by reading the overview Get Started page.

Add New

Page Framework

Button Sheet

Cards

Dashboard's

Settings

Modules

Dashbaord Modules

Click and navigate the Dashbaord Modules documentation below. You can learn what Dashbaord Modules are all about by reading the overview page.

wait

Wait for a certain amount of time, or until conditions are matched.

Conditional

Continue the automation in diffrent way depending on weather the conditions are matched.

text

Evenly split contacts or choose how to distribute them.

Customer

Send Email

Sened an email to customer.

Send text message

Send text messages to a customer

Goal

Complete a goal for customer.

Ajust score

Adjust the score factor for a specific score.

Adjust Tag

Add a tag to customer.

Adjust Data

Adjust data for a specific score.

Interal

Notify someone

Notify a number of people by Email/text/or admin when a contact reches this point

Add deal

Update stage

Update the status of a deal assigned to this contact.

Add task

Add a tast to a project with a note.

Add note

Add a note in a deal assigned to this contact.

Complete task

Complete a task of a deal assgned to this contact.

Automation