Settings
60 results found
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Document type as an automation condition
I would like to set up an automation where the Document is the trigger record and include a "Document Type" as a condition so I can send notifications when different types of documents are signed. They need to go to different people.
2 votes -
The ability to automate note creation on a job or contact.
The ability to automate note creation on a job or contact.
2 votes -
Additional template fields for Engage
Add template fields for assignee on the job/contact and for the sales rep within Engage templates.
2 votesWe will be implementing texting on jobs details, which should solve this problem.
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Automation Ideas
Be able to add subcontractor to an automation, or add custom fields to an automation so it will pull specific information.
2 votes -
7 votes
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Automations only trigger on Weekdays.
The ability to ensure automations don't trigger on a weekend.
3 votes -
Add time-based automation option for lack of activity
Add condition option to have time-based automation trigger when a contact/job has not had any records updated, not just tasks.
2 votes -
2 votes
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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.
7 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
3 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 -
Create an automation to trigger when a contact/job leaves a status.
We have jobs that could go into one of many statuses that come from one specific status and we need to create a task based on when those contacts leave the original status.
2 votes -
Automations for SumoQuote additions.
The ability to create an automation based on a sumo quote estimate entering the system.
2 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.
11 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.
8 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.
7 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 -
an Automation to send out invoice receipts
Have an automation to automatically send out invoice receipts. As far as making sure the paid invoice receipts are being sent out to the clients email listed.
6 votes -
Automated Email to Unrelated Contact
We need the ability to send automated emails to contacts-specifically contacts who aren't related to a job, not a subcontractor, not a team member.
2 votes -
Search functionality for Automations (key words, etc.)
It would be super helpful to have a search bar in Automations so you can search a key word or phrase to help find the automation you're looking for more quickly. (ie "roof schedule" or "billing")
3 votes
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