Automation Trigger Conditions There are a few different aspects of an Automation. When setting up an Automation, the Trigger Condition is the most...
Edit Text Templates for Automations When setting up or turning on an automation that will send a text, you will use a text template....
Automation History Sometimes something can go wrong and cause the automation not to send. You can check out what happened by...
Invoice Specific Automations Sometimes you might want automations to run for certain invoices and not others. You can set automations up to run...
Estimate Specific Automations You can set automations on an Estimate that will only run on that specific estimate. You can do this when you...