Actions Breakdown
Understanding every Action
Actions are triggered automations you can set to occur throughout many areas of the Platform. Some Actions are only available for specific functionalities.
Each Action you configure will have different requirements. The Actions Pane for each section of the platform will tell you exactly what the trigger is for that set of Actions.
CLICK HERE to learn about Trigger/Action Automations
Send email to Assigned Contact(s)
This Action will send an email to the assigned user of what the Action is applied to.
Input a "From Name" and "Subject", and construct the "Body" of your email into a standard WYSIWYG editor.
Send email notification to Contact(s)
This Action will send an email to a Contact or Circle in the platform. You can select multiple Contacts and Circles from the respective dropdown menus.
Input a "From Name" and "Subject", and construct the "Body" of your email into a standard WYSIWYG editor.
IMPORTANT: Using this Action, you cannot select the assigned user of what the Action is being applied to. You will need to use the Send email to Assigned Contact(s) Action in this case.
Send email notification to Internal(s)
This Action will send an email to a Staff Member or Team in the platform. You can select multiple Staff and Teams from the respective dropdown menus.
Input a "From Name" and "Subject", and construct the "Body" of your email into a standard WYSIWYG editor.
Send email notification
This Action will send an email to a user of your choice. It is exclusive to Forms and can be used to send an email to a Contact, Staff Member, or an email outside of the platform.
Input a "From Name" and "Subject", and construct the "Body" of your email into a standard WYSIWYG editor.
For CRM Intake Forms, an extra option to send an email to the user filling out the form will be available under the To field. This can be used for any selected Role.
Convert to Client
This Action will convert a Prospect to a Client. If the Contact is already a Client, it will not trigger.
You can choose to send the Prospect a Notification to inform them that a change was made in their account.
CLICK HERE to learn about Contact Roles
Add to Email Marketing List(s) / Remove from Email Marketing List(s)
These Actions will either add or remove the user from a Marketing List, respectively. You can select multiple Marketing Lists from the dropdown menu.
CLICK HERE to learn about Marketing Lists
Add to Circle(s) / Remove from Circle(s)
These Actions will either add or remove the user from a Circle, respectively. You can select multiple Circles from the dropdown menu.
CLICK HERE to learn about Circles
Assign On-Demand FLOW
This Action will assign an On-Demand FLOW to the user.
IMPORTANT: Only one FLOW can be assigned at a time. If the user is already assigned one, this Action will not trigger.
CLICK HERE to learn about FLOWs
Apply Event Template(s)
This Action will trigger an Event Template, which will generate an Event for the user. You can select multiple Event Templates from the dropdown menu.
CLICK HERE to learn about Event Templates
Apply Invoice Profile
This Action will trigger an Invoice Profile, which will generate an Invoice for the user. Only one Invoice Profile can be assigned at one time.
CLICK HERE to learn about Invoice Profiles
Apply Project Profile
This Action will trigger a Project Profile, which will generate a Project for the user. Only one Project Profile can be assigned at one time.
CLICK HERE to learn about Project Profiles
Apply Folder Profile
This Action will trigger a Folder Profile, which will generate a predefined folder structure for the user. Only one Folder Profile can be assigned at one time.
CLICK HERE to learn about Folder Profiles
Set Coordinator
This Action will set the Coordinator for the user. If the user already has a Coordinator, it will be replaced with the one set here.
CLICK HERE to learn about Coordinators
Generate Contract
This Action will trigger a Contract Template, which will generate a Contract for the user.
A "Title" is required for the Contract. You will then need to choose what the the data for any Placeholders used in the Contract Template will be pulled from:
Invoice: Since this Action is only available for use with an Invoice, Invoice Profile, or Estimate, the Invoice (or generated Invoice) is what the data will be pulled from.
Contact: The assigned user of what the Action is applied to.
Choose a Contract Template from the dropdown menu.
IMPORTANT: Be sure to choose a Contract Template with the correct Placeholders when choosing what to generate the Contract from.
CLICK HERE to learn about Contract Templates
Convert to Invoice
This Action is exclusive to Proposals, and will convert the Proposal into an Invoice. It will automatically be assigned to the user.
Invoice Title: The name of the Invoice that will be created.
Relative Due Date: Set the number of days after the Invoice is created that payment will be due.
Available Gateway(s): A Gateway is required for your Client to pay via credit card.
You can also choose to send the Client an email notification once the Invoice is created, and can automatically redirect them to the Invoice once the Proposal is signed.
CLICK HERE to learn about Proposals
CLICK HERE to learn about Invoices
Set Custom Field Value
This Action will change the value in the Custom Field for the Assigned Contact(s).
Choose a Custom Field from the dropdown menu, and input the new value in the populated field. You can choose multiple Custom Fields.
CLICK HERE to learn about Custom Fields
IMPORTANT: This Action cannot be used with the File Upload Custom Field.
Send Portal Access Invitation Email
This Action will send an email inviting the Contact to register into to the Portal. It is only applicable for Contacts in "Not Invited" status.
CLICK HERE to learn about adding new Contacts
Cancel Remaining Events
This Action will remove/cancel any remaining Events in a currently used Event Template for the Assigned Contact(s).
Choose an Event Template from the dropdown menu.
CLICK HERE to learn about Event Templates
Move Deal to Stage
This Action will move a Deal to a specified Stage.
Choose the Deal that you would like to move, and the Stage that you would like to move it into.
CLICK HERE to learn about Deals