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  1. Maintain existing workflow on parent records when an automation with multiple status change actions on it gets triggered

    Improve automation action capabilities so that two or more status change actions that occur in different workflows can exist on the same automation, without them conflicting and some times changing the Contact Type or Job Type of the parent contact or job record to a different workflow.

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Tasks Assigned Via Automations Should Assign Same Team Member to Corresponding Job/Contact

    When a task is assigned to a team member through an automation, it should automatically assign that team member to the contact/job (similar to how it occurs when you manually assign someone to a task).

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Automation conditions for related contacts

    Add conditions for related contacts so that an automation will only trigger if a specific contact is related to the triggering record. This could be specific to type of contact that is related such as Suppliers, subcontractors, etc....

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. More Condition Options

    I would like to see more condition options, especially for when when a payment is equal to the amount of an invoice. I would also like to see conditions for names of Jobs and Contacts. There are also other condition options that would be very helpful in running automation rules.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Smart automations

    Allow for smart automations. Currently If the automations has already triggered for a customer and we accidently move them back into a status . The automation will retrigger because the conditions are met again. With a smart automation the automation would first look to see if it has fired for this customer and if it has then it would not retrigger.

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Automation action to change estimate status

    Add an automation action to change the status of an estimate. For example, when a work order is created, the estimate moves to approved.

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add an automation to send/create a document upon a status change

    The ability to automate the sending of a document through a status change automation

    3 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Advanced Automations video showing build and results

    I would like a video showing some actually useful automations being built from the system should be made. I understand the process. I want some advanced examples. How to set them up, and why and what they do to help the user.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. assignment

    We are looking for a way to assign leads in a round robin style, however we have 3 office people who assign leads and leads aren't assigned evenly. Eventually we will have a pecking order and leads will be manually distributed based off sales reports. Unless we can incorporate top performers for a set length of time and certain lead sources would go to certain reps based off of performance.

    Any way we can automatically assign leads just to the next rep on a specific list?

    4 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Automation options for event based payment as trigger are incorrect

    The "If payment amount is equal to" is a useless automation as it currently is set up to work. It should not require a specific value but rather a value relative to the invoice total. The options should be "equal to total", i.e., paid in full, and "less than total", i.e., existing balance still due. Every job has its own unique value in the trades. requiring an automation to have as a trigger a specific dollar value simply cannot work in such a context. All five pull down menu options are based on actual values or ranges of values. This…

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Automation triggered by multiple completed tasks

    Would like to be able to create an automation triggered to change the job or contact's status once multiple tasks have been completed

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Automations Based on Note and Attachment With Status Conditions

    I'd like to create automations that trigger for notes and attachments based on the status of the parent job or contact.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Automation triggered by estimate total.

    Would like ability to create an automation that creates a document, with an estimate attached. This automation would be triggered by the total amount on an estimate.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  14. An Automation for the change of a Job/contact start date

    A way to create an automation notification for when a job/contact start date is changed.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  15. More Complex Automations

    User would like the ability to nest condition + action relationships under one automation. Almost like nested IF-THEN statements. Example would be "if type is equal to A" then "update status to 1" ..but in the same automation be able to test for another condition with another result, "if type is equal to B" then update status to 2"

    5 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Setting to adjust the default payment terms.

    Please add a setting to adjust the default payment terms on your invoices.

    9 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Automate a WO template

    It would be nice for an automation option to have a work order populated when a customer is in a certain status.

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Duplicate automation rules

    Because of the way the automation rules are set up, I need to create multiple rules to update a client's status. It would be awesome if I could copy an existing rule and then edit it.

    4 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  19. The Ability to Use Custom Date Fields to Trigger Time-Based Automations

    I have custom date fields I would like to use to trigger automations, especially to create tasks.

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Create Automations that for a Specific Task Completion

    User would like to create automations based on the completion of a specific task rather than just "a task" in general. User wants to move job across statuses automatically based on the completion of tasks to her team, however, as automations are currently configured, the user is only able to create an automation based on any task being changed, not a specific task.

    3 votes
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    Viewed  ·  1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
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