🚀 🤖 Our goal is to put your freelancing on auto-pilot and
nothing is more effective than our Automations feature! 🚀 🤖
👉 Note: If you want to read about document-specific automations instead, you can find that article here!
You'll find the Automations page through your Clients Tab along the left side menu:
When you click 'New Automation' you'll be presented with a pop up window. Here, you can select from a list of Triggers and a list of Automatic Actions.
Essentially, a trigger will be the triggering event with the automatic action being the action that is automatically performed once the trigger event happens:
When a Contract is signed
When a Proposal is accepted
When a Proposal is accepted or a Contract is signed
When the first Invoice of a Project is paid
When a Form is filled out
When a Project is marked completed
Send a message (via email)
Send a Form
Send a Calendly invite
❗ One common and super useful workflow we see users automating is onboarding new clients. You can do this by embedding an intake Form to your website (or send the form manually) and have it paired with an automation where submitting a form is the trigger and scheduling a meeting in Calendly is the action!
This workflow allows you to qualify potential clients ahead of time and gather relevant information before getting on a call with them!
👉 Note: Automations is a feature available exclusively to our Workflow Plus users. If you need to upgrade, you can upgrade here!