Streamline your workflow with powerful automation tools that handle repetitive tasks, trigger actions automatically, and keep your team focused on what matters most.
Trigger automations based on proposal status changes, dates, customer actions, form scores, decline reasons, and more.
Filter automations by proposal template, customer, user, location, status, and custom criteria to ensure actions run only when conditions are met.
Send personalized emails automatically when triggers fire. Set up follow-up sequences and nurture campaigns with ease.
Send data to external systems via webhooks. Perfect for connecting to marketing tools, CRMs, analytics platforms, and custom applications.
Set up recurring automations that repeat every X days until a condition is met—perfect for follow-up reminders and nurture sequences.
Ensure automations only run during business hours so your customers receive communications at the right time.
Choose from multiple automation types to connect your proposals with the tools and workflows you already use.
Trigger actions based on proposal lifecycle events and status changes
Automate customer communications and data syncing
Generate and deliver reports automatically on a schedule
Track conversion data in your marketing platforms by sending proposal acceptance events to Google Ads, Facebook Pixel, or analytics tools in real-time.
Never let a proposal go cold. Automatically send follow-up emails every 7 days to customers with pending proposals until they accept or decline.
Send proposal data to Google Sheets, business intelligence tools, or your own custom applications for advanced reporting and analysis.
Keep your CRM, project management tools, and accounting software in sync by automatically sending proposal updates to all your connected systems.
Use filters to ensure automations only run when ALL specified conditions are met—proposal template, location, status, score results, and more.
Add delays between automation actions to create sophisticated multi-step workflows that unfold over time.
Send rich JSON data via webhooks with configurable payload types (2.0, 3.0) and HTTP methods (POST, PUT, PATCH).
Respect your customers' time by ensuring automated emails and notifications only go out during configured business hours.
Chain multiple actions together in a single automation—send an email, wait 3 days, then send a webhook, for example.
Trigger specific automations based on why a customer declined a proposal to improve follow-up and learn from objections.
Save time, reduce manual work, and never miss a follow-up with powerful automations.
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