Automations

The Automations hub — system templates you can toggle on, and a full builder for custom flows.

See every automation that fired, drill into a single run, and debug a failed step.

Group built-in messages and your own automations into folders you open, create and move things between.

Every built-in email and text, what it's called on the Automations page, when it sends and who gets it.

Customer texts need business texting and an approved registration — here's how to set it up and turn the texts on.

The five membership emails: late payment, pause warning, pause notice, price change and win-back.

Text customers at 7, 14 and 30 days past due, which invoices qualify, and what they receive.

Rewrite the subject and message of any built-in reminder, receipt or text in the builder; what triggers it stays the same.

A walkthrough of the automation builder — trigger, steps, save and activate.

Every event that can start a custom automation — customers, jobs, appointments, estimates, invoices, payments, memberships, calls and inbound webhooks.

Send texts and emails, look up or update customers, jobs, invoices and memberships, add notes, assign techs, or call another app.

Only continue when a condition is true, split into branches, or wait between steps.

Give any outside system a URL that fires an automation when it POSTs JSON.

Personalize texts and emails with customer, business and call details, and results from earlier steps.