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  1. Create stage conditions on automations

    Allow stages to be used as automation conditions

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Templates trigger Automations

    Would like to be able to trigger Automations when a specific Template is used; notifies our admins of new proposals, etc.

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    3 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Assign To as a possible Action is Automations

    Would like to see the option to assign team members, ie production manager to a job at a specified stage or status. This would go in tandem with how email replies are associated with Assignees. I would like my production manager to automatically receive emails for a job when it enters Production.

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Automate updating Custom Fields values

    Would like to see this as an option in order to help with accommodating work arounds with Automations, ie updating a custom field for EagleView having been order if I add a Boolean field .

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Material Order Triggers

    Would like to be able to set the Creator of Material Orders as a Trigger in Material Order Automations. Currently there is only a trigger for Sales Rep, Date, and Location.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 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 →
  10. 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 →
  11. 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.

    3 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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

    4 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add an option to prevent an automation from re-enrolling

    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 →
  14. 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 →
  15. 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 →
  16. 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 →
  17. 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 →
  18. 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"

    7 votes

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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. 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 →
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