Getting Started

• To start go to Automations under any app
• Click create the + Automation button at the top-right corner
• Under “Choose The Trigger” step select “Time Trigger”
• Then proceed to select the list you’d like to have the automation trigger under.
• Then Select the date field the automation will trigger according to.
• For this case we’re selecting deals’ list, and offer sent date.
• Then select the date offset to trigger before, after, or when the time specified in the date field arrives.
• You can select the offset in Months, Days, or hours.
• Then proceed to create the conditions and actions you’d like to have performed.
• You’re ready to go!

Case Studies

Case 1

• Install the CRM Module
• Go to Automation under Sales App
• Select the automation named “Follow up with offer”
• In the trigger step the default value is 3 days, feel free to adjust it according to your business needs.
• This automation will automatically remind the deal owner to follow up with the client in 3 days.

Case 2

• Install the Patient Management Template
• Go to Automations under the Appointments App
• Create an automation name it “Appointment Reminder”
• In the trigger step 
• Select Time Trigger
• Under list select “Appointments” 
• For the date field select “Date”
• Select offset to before time arrived - 1 - Days, feel free to change that as it fits your business needs.
• Go to the action step
• Select Send SMS
• Select the provider that best suites you and complete the integration set up
• When you’re done with the integration select “Send SMS” as the “Action Type”
• Select your Number as the sender
• Under “To Number” select “Dynamic” then select “Phone Number”
• And in the message body copy and paste the following:

• Now the automation will automatically remind the patients of their appointments a day ahead.