Why This Matters

Automations take repetitive work off your plate so your team can focus on selling and serving customers. Set it up once and let SubcontractorHub handle the busywork.

The Automations page includes a "Filter By Action" option, allowing you to quickly find automations based on specific actions such as sending emails, sending SMS, updating fields, or scheduling appointments. This filter helps you narrow down automation workflows and locate relevant configurations more efficiently. Follow the steps below to filter automations by action.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Click "Manage Database" from the main menu, then select "Database."

Step 2

Click "Additional," then select "Automations."

Step 3

Click the "Filter By Action" dropdown.

Step 4

Select the action you want to filter by (e.g., Send Email, Send SMS, Update Fields, If/Else, Schedule Appointment ). Note: The automation list will automatically update based on the selected action filter.

Additional Screenshots

These additional screenshots show the complete workflow:

Pro Tips

💡 Automation tip: Start simple and add complexity once you've confirmed the basic flow works.
🔄 Monitor it: Check your automation history to catch any failed runs early.
📋 Name clearly: Use descriptive names so your team knows what each automation does.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.
Automation not triggering	Check that the trigger conditions are met and the automation is turned on. Review the automation history for error details.

Last updated: 2026-07-23 · Source: How to Filter Automations by Action