Settings - Automations | Curate Help Center

Video Walkthrough

To get started:

This will open the Automations panel on the right-hand side of your screen.

Each automation follows a simple When this happens → Do this structure.

When creating or editing an automation, you’ll see the following options:

Automation Name
Give your automation a clear name so it’s easy to recognize later (e.g. Move Event to Booked After Payment).
Enable / Disable Toggle
Use the toggle to turn the automation on or off at any time.
Description (Optional)
Add notes about what the automation does or when it should be used.

Triggers define when the automation should run. You can choose from the following events:

Once the selected trigger occurs, Curate will immediately run the associated action(s).

Actions define what happens after the trigger fires. Currently, automations support the following actions:

Update Event Stage to…
Automatically move the event to a new stage in your pipeline.
Send Email Notification
Send an email notification when the trigger occurs.

Notes

Emails sent through this action use a customizable Email template.
You can fully customize the subject line and utilize Personalized Tokens.
The recipient can be set to Project Customer, which refers to the customer assigned to the proposal for that event.

Remove expiration date from Event
This Action is available when using the Trigger "Event stage updated to..."

You can combine triggers and actions to fully automate common workflow steps.

Here are a few common ways teams use Automations:

Automatically move an event to Booked once all contracts are signed and the first payment is received
Send an internal email notification when a proposal is sent
Update an event stage when it reaches a specific milestone, without manual intervention