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Process Automation
Save time by automating administrative tasks, fully customisable to match how you run your business
7 articles
An Overview of process automationsAutomate marketing and processes within JACK for your leads, estimates, documents and payments.
Create an automation associated with a leadCreate 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 an estimateCreate 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 client statusCreate automated & custom emails based on a client status in the system being pending, enabled or archived.
Create an automation associated with a particular documentCreate automated emails and create further documents once the associated document is sent, signed or created.
Create an automation when a payment is made or createdCreate an automation from a document when a payment is created or made to send an email, create another document or change lead status.
Examples of how automations can be usedHere are a few common automations we see JACK users implementing that are very useful and time-saving for their business.