オートメーション

Automate job progress, task assignments, client communication, emails, and more.

パイプラインにおけるステージ・オートメーションの仕組み

Stage automations trigger actions as jobs move through stages.

Configure your pipelines to assign jobs automatically to the appropriate team members.

Link document to your job and make automation magic happen once it is approved.

Automate file delivery to different clients to the right folder without manual effort.

Automatically create a folder structure for clients by utilizing pipeline automation.

Once a team member completes a task, the job moves automatically to the next stage of the pipeline.

Send messages via pipeline automations and manually link threads to jobs.

Automatically apply, remove, or replace account tags at any pipeline stage.

Automatically update Intake Date and Internal Deadline fields as jobs move through pipeline stages.

Once the request is submitted, the job moves automatically to the next stage of the pipeline.

Link document to your job and make automation magic happen once they are fully signed.

Let your pipelines do the work for you: automate updating client-facing job status at any stage.

Automatically move jobs to the next stage once the invoice is fully paid.

Once a client submits the organizer, the job moves automatically to the next stage of the pipeline.

Adjust team access to client accounts at specific pipeline stages.

Automatically assign or remove job assignees at specific pipeline stages.

Send personalized emails at specific pipeline stages by using templates with shortcodes.

Assign tasks and jobs automatically based on account roles.