Available on Big Boss and King Boss plans
Existing Workflows
You can turn off, activate, edit or delete any existing workflows in your account.
Add New Workflows
You can add new workflows based on your company goals and how you want to keep the conversation going with your prospective customers.
Trigger Actions
Property created: When a new property is created in your AK DASH account
Send email when review is added: When a new review has been posted
Date-Based Rule: For specific dates, e.g., holidays
Proposal Status Changes: You can have different automations for when the proposal changes status. Options are:
Sent
Won
Invoiced
Proposal marked sent but not advancing: This can be used to create a task for the contact owner to follow-up or to send an email to the client
Lead Created: When a new lead is created in your AK DASH account
Customer Opens Proposal: When your customer opens their proposal for the first time
Template Title
Name your workflow here. This is an internal title for your workflow.
Action
Choose which action the workflow should take:
Send an Email
Subject
Input the subject line you want your email to use
Body
Input the body of the email you want to send. You can use Tokens to insert proposal or project information, and company information. You can also insert images!
Send to customer / Send to owner
Choose who you want to email: your customer or your internal member who owns the contact or proposal.
Create a Task
Title
Put a title here for the task to be assigned.
Insert Token
This is a helper field that will let you insert tokens into the Notes field. You can input lead information or your company's information.
Notes
Write out what you want in the task notes, using tokens from Insert Token to share information.
Due Date
Choose your desired due date: Same date or in x days.
Status
Choose the default status for these new tasks.
Assign To
Who should this task be assigned to? You can choose "Owner" or a specific person on your team.
Send a SMS
Insert Token
This is a helper field that will let you insert tokens into the SMS text field. You can input lead information or your company's information.
SMS text
Input the text you want to send via SMS, using tokens to share important information.
Send to customer / Send to owner
Choose who you want to SMS: your customer or your internal member who owns the contact or proposal.
When to send
You can choose to send on the same day or in x days.
Enable
You can have the workflow turned on by checking this before saving.