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New Automation triggers added πŸ†

ImprovementΒ·
Martha HearnMartha Hearn

We've added some new automation triggers so that you can perform delayed actions after a Project pipeline stage has been changed.

Perhaps you want to send a reminder to your customer a few days after your project has entered the 'Customer to confirm survey date' pipeline stage? Now you can!

Screenshot 2024-04-17 at 14.12.50.png

The new triggers are:

  • Pipeline stage changed yesterday
  • Pipeline stage changed 2 days ago
  • Pipeline stage changed 3 days ago
  • Pipeline stage changed 4 days ago
  • Pipeline stage changed 5 days ago
  • Pipeline stage changed 6 days ago
  • Pipeline stage changed 7 days ago

If you need help configuring custom Automations, please get in touch.