Automation Rules
Save time by automating repetitive tasks.Triggers & Actions
- Trigger: “When a new lead is created…”
- Action: “…send a welcome email.”
Common Automations
- Auto-Reply: Send an immediate confirmation when a form is submitted.
- Follow-Up: Remind clients to pay their deposit 7 days before the due date.
- Post-Trip: Automatically send a feedback form 2 days after the trip ends.