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.

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).

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....

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.

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.

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

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

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.

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?

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

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

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.

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

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"

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

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

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.

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

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.