Sequences allow you to create automations in your business. You can create sequences so that when a certain tag is added, a task is automatically created, or create a new task when a property status changes. Another good example is creating a sequence for when a property status is changed to sold, it clears all tasks and clears the assignee.
Creating a Sequence
To start creating Sequences in your REISift account, click Sequences located on the left side of your screen.
From the Sequences page you can see a list of Sequences that have been created in your account, the date they were created, the number of runs, and the Ninja who created it.
To create a new sequence, click Create New Sequence at the top right of the screen.
This example shows how to create a sequence so that when a property status is changed to lead, the record will automatically be assigned to a user and a new lead follow up task will be assigned and added to the property.
The first step of creating a sequence is choosing the Trigger. A trigger is the initial event that triggers the automation.
For this example, the trigger will be property status change. This works similar to our mapping step on upload. Drag the trigger from the left side bar and drop to select a trigger.
Note: A sequence cannot be triggered by an action that is added from another sequence (example: Sequence 1 adds Tag A in the Action step. Sequence 2 is triggered by Tag A) because this could create a loop. To fix, combine the two sequences and add the actions of the second sequence, to the first one.
Next you can choose a condition. Conditions are an additional set of rules needed for an action to be executed. Conditions are optional, not all sequences will need a condition.
For this Sequence, the condition will be Property Status Change so we can choose which status will execute the action. To have the sequence execute when a status is changed to lead, select from Any to Lead
The last step of creating a sequence is choosing the Action. The action is what will automatically happen after the trigger event fires and any conditions are met. To choose an action, click Select the following Actions.
For this example, there will be two actions. The first action is Assign property so the assignee can be selected. The section action will be Create new task.
When choosing tasks you can create a new task or choose a task preset. If you haven’t created any task presets yet you won’t see any presets listed. if you want to include task presets in your sequences you’ll need to create them from the tasks page first.
To assign the task to the property, toggle Assign this task to the property.
Saving your Sequence
Sequence names are required, don't forget to name your sequence! You won't be able to save a sequence until you type in a name.
Managing your sequences
From the sequences page you can toggle sequences on and off with the toggle to the left of the sequence name. You can also see the date the sequence was created, the number of runs (number of times the sequence has executed) and the Ninja that created the sequence.
User roles who can create sequences
Below is a list of user roles that have permission to create, delete, and turn sequences on and off in your account:
Sensei Super Admin
Sequence limits per plan:
Essentials - up to 3 Sequences
Professional - up to 8 Sequences
Business - Unlimited
Viewing Sequence Activities
Sequence activities can be viewed from within the Activity log of a record. To view the Activity log, click on a record from your records page. This will open the property details page. Select Activity log.