JACK App AU/NZ

Overview of Automations

Create automations linked to a lead status. You can automate follow-ups, create & send documents or change the status of a lead or estimate.

Create an automation associated with a lead

Here are a few common automations we see JACK users implementing that are very useful and time-saving for their business.

Examples of how automations can be used

Create automations linked to an estimate. You can automate follow-ups, create & send documents or change the status of a lead or estimate.

Create an automation associated with an estimate

Create automated & custom emails based on a client status in the system being pending, enabled or archived.

Create an automation associated with client status

Create automated emails and create further documents once the associated document is sent, signed or created.

Create an automation associated with a particular document

Create an automation from a document when a payment is created or made to send an email, create another document or change lead status.

Create an automation when a payment is made or created

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Level up your business efficiency by setting up automations

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