Features
Automations
Set up if-this-then-that rules to automate repetitive tasks.
Automations let you create rules that trigger actions automatically. Each rule has a Trigger (what starts it) and an Action (what happens).
Common triggers: a listing moves to a stage, an action is completed, a date is reached.
Common actions: send an email, send an SMS, create an action, move the listing to a stage, add a calendar event.
You can add an optional delay (in minutes) before the action fires. Monitor execution in the automation logs.
Example: When a listing moves to 'Live Campaign', automatically send the client a notification email.