Advanced Logic paths for automations
When creating an automation, the conditions are very limited because they are specific to the type of automation, and the trigger can not be made to be very specific. also, the actions are limiting since we can only send emails, update record status, etc.
what would be ideal is if we could add additional conditions which apply to other job details.
for example, we have an automation which, upon sending an estimate, it updates the status to "pending customer approval." the only issue we have is that we use the new estimates for preliminary contingency agreements with no dollar amount. so we only need for this automation to apply to estimates that have a dollar amount. if there was a condition that required there be a dollar amount of the estimate (similar to a condition on payment automations) then we could specify when this automation changes the status, and which status it goes to.
additionally, if we could have the automation action do some advanced features like:
-changing custom job fields (marking a custom check box as true or false, or importing a payment amount to a custom field when a payment is made.)
-creating an invoice when an estimate is signed
Ben Ezell
shared this idea
-
Pati Revelle
commented
Great ideas!