Settings
62 results found
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Triggers need a HUGE upgrade.
I can't seem to narrow the automation by Workflow type unless I am using the Contact or Job as a trigger.
This issue caused an abundance of automated text messages to go through during our initial sync that we did not anticipate (though we probably should have, hindsight is 20/20).
Customers whose invoices were paid months ago were sent text messages thanking them for paying their bill. I could go in and change all of my automations related to Invoices and Estimates to workaround this, but it just feels like that takes away from the usefulness of this automation system...…
3 votes -
Ability to Pause Particular Automations, or Make them Active vs. Inactive without Deleting
Something that would be Critically Important for updating automations while the system is in use would be having the ability to pause automations. Along with our realization today that automations for Invoices/Estimates were going to be triggering on all workflows (see suggestion " Triggers need a HUGE upgrade"), we realized that we couldn't just pause these automations during a transitional phase.
This signals to me that I'm also not going to be able to work with automations unless we're ready for them to go live immediately. This makes the time window for making changes to automations VERY short.
4 votes -
Automations - Deleted Tasks or Branching
Automations continue to run for tasks that have been deleted. Branching automations would be very helpful in preventing these issues, as it could aggravate the recipients and cause confusion.
For example " I thought I rescheduled my appointment, but I'm still getting texts for an appointment at 8AM?! What is going on?!"
Branching would allow us to say: When A happens, if B is true, then do C. BUT If B is false, then do D instead (or do nothing).
4 votes -
Recurring Automations
I would like to set up recurring automations so it runs every 30 days or so instead of setting up rules for 30, 60, 90, etc days
2 votes -
Option to Turn off Automatic Assignees, or to Tailor them
I'm sure it makes sense for some companies... but automatic contact/job assignee updates messes up our custom automations sometimes. It would be great if there was an option to turn that function off
1 vote -
Automations- Need to be able to Filter based on Split Invoice Due Dates
Originally, we had planned to use automations to help keep our customers reminded of their invoice due dates for deposits and final payments. We're running into the issue of the same automations triggering for both invoice dates. It would be nice to have an option to filter conditions between the two, so that I can reference a deposit vs a final payment in automated text and email communications.
1 vote -
Consider that Automations are probably only managed by one person on each team
I'm not sure what strategy is used to sort through these suggestions or decide how they are implemented, but I think some consideration should be taken for the fact that there is probably a limited number of people from each company/client that is going to be leaving suggestions here.
It seems like maybe these suggestions get bypassed in lue of ones that have more votes, but you're more likely to see that 6 votes probably means 6 companies as a whole... our guys in the field don't have the time to upvote every suggestion that we leave, but they are…
1 vote -
Folders or Ability to Reorder Automations
That way you can clearly see, and edit when necessary, all of the steps within a process and know that you have them all there.
2 votes -
Automations based on document signature status
I'd like to be able to be notified when a document is fully signed, so setting up an automation for that would be ideal.
11 votes -
Automations only trigger on Weekdays.
The ability to ensure automations don't trigger on a weekend.
2 votes -
Email containing Attachment automation
If an email contains an attachment
Attachment type is equal to estimate
Change estimate status to sent
I understand this is a multi level automation. Multi level automations like this would be helpful across JobNimbus where the "Action" can affect other aspects of the contact/job
2 votes -
Automations for SumoQuote additions.
The ability to create an automation based on a sumo quote estimate entering the system.
2 votes -
Automations triggered by email responses
I would love to create an automation based on how a customer replies to an email sent to them from JN
2 votes -
Automation to update what person(s) are current assignees through a job workflow.
As a job moves through different stages of a workflow, different people are responsible for that stage of the process and it would be nice to be able to create an automation to update that job field when the job hits different statuses throughout the life of the job.
6 votes -
Form automation options/ tasks
Be able to add a form to a task to be filled out. Also being able to have options to use forms in automations.
7 votes -
Using automations to update estimate/invoice status
The ability to set an automation to change the estimate to "approved" and the invoice to "open" when the job or contact is moved into the "sold" status. In other words, building out automations to be able to do more than create tasks or send emails.
6 votes -
Expand time-based automation conditions
I would like to create a time based automation that is triggered off a task, but include a contact/job status as a condition
2 votes -
Turn off Automation for individual customers.
The ability to turn off an automation for certain customers then turn it back on once the customer catches up in the process they have laid out.
6 votes -
automate to change status in workflow
I would like to see the same ability applied to work order workflows that is applied to job and contact workflows that allows an automation to change the status of work orders. For example, Doc type "Sub Est." is uploaded, change work order status to "Est, Received" or Task Complete ---> Change status to ....
Thank you for your consideration.3 votes -
Have an option to send Work Order automation emails to a "primary contact"
Trying to set up an automation based on a work order changing status and there is not an option to email just the primary contact, just all related contacts. Would like to have an option to be able to email the Work Order to just the primary contact.
2 votes
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