Automations
Workflows and automated actions across all clients
New Lead Welcome Email
Trigger: New Contact Created
156
runs
Deal Won Celebration
Trigger: Deal Status = Won
42
runs
Follow-up Reminder
Trigger: No Activity 7 Days
89
runs
Invoice Overdue Alert
Trigger: Invoice Past Due
12
runs
Weekly Report Email
Trigger: Every Monday 9am
24
runs