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71 results found

  1. 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

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    0 comments  ·  Automation  ·  Admin →
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  2. Automations for SumoQuote additions.

    The ability to create an automation based on a sumo quote estimate entering the system.

    2 votes

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  3. 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.

    6 votes

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  4. 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.

    10 votes

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  5. 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

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  6. 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.

    7 votes

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  7. automate to change status in workflow

    I would like to see the same ability applied to work order workflows that is applied to job and contact workflows that allows an automation to change the status of work orders. For example, Doc type "Sub Est." is uploaded, change work order status to "Est, Received" or Task Complete ---> Change status to ....
    Thank you for your consideration.

    4 votes

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  8. 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

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  9. 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

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    1 comment  ·  Automation  ·  Admin →
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  10. 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

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  11. Have an option to send Work Order automation emails to a "primary contact"

    Trying to set up an automation based on a work order changing status and there is not an option to email just the primary contact, just all related contacts. Would like to have an option to be able to email the Work Order to just the primary contact.

    2 votes

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  12. Workflow Changing Automation

    The ability to have an automation change the job workflow along with the job status. So they do not need to go in and manually change the workflow when they want to change boards.

    2 votes

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  13. We need an automation rule that is event based, and occurs when a document is created.

    I would like an automation to remind me to review and send our Final Inspection report when our Field Supervisor creates the Final Inspection document.

    1 vote

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  14. 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")

    2 votes

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    2 comments  ·  Automation  ·  Admin →
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  15. Automation Trigger to Change Sales Rep

    i'm trying to set up an automation that will change a job from one sales rep to another once a job is in a certain status for 8 days. It would be great if we could have an automation trigger to change the sales rep field.

    2 votes

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  16. Create tasks through automations that don't appear on the calendar

    We have tasks for inspections that don't need to appear on our calendar. When you create an automation there is no way to remove a start/due date or duration, meaning it has to show up on the calendar. Feel free to call me to discuss the suggestion.

    1 vote

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  17. Automation Trigger to Change Job Field

    I would really love to be able to change custom fields with automation.

    I want to be able to capture the date certain things happen and store them as a custom job field that can be used in reports. Capture the date a job first enters a status. Capture a date the job first gets a Material Order written. Capture a date the job gets an invoice paid in full.

    Sold Date is a custom field on my jobs that must manually be entered to be able to be seen in Job Reports. My team sometimes forget.

    I dream of…

    8 votes

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  18. Document Automation Capability

    The ability to make an automation to change the status of a job or contact once a document is sent out. Or any document related automation triggers.

    3 votes

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  19. Days in status being part of automation conditions

    For days in status as part to an option in the conditions section of automations.

    6 votes

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  20. Add additional criteria for Alerts

    In particular, a selection to allow for alerting on a repeating basis. As well as the ability to alert for jobs that remain in a status, rather than alerting for Date Status Change; could be labeled "Time Remained in Status"

    1 vote

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