ClickSabi Pro
Automations
Creating an automation
Start from a template or build a rule, then enable it.
Start from a template
Templates cover common moments: following up a viewed proposal, chasing a quiet proposal, welcoming an accepted proposal, reminding about tomorrow's appointment, chasing an unconfirmed visit, thanking a customer at completion, payment and document reminders, and lead and partner follow-ups.
Or build your own
The builder lets you pick the trigger and the actions yourself.
Enable, duplicate, archive
Rules can be switched on and off, duplicated as a starting point, archived, and restored from the archive later.
Test with a quiet rule first
Internal notes and owner notifications are a safe way to see a rule fire before you let it message customers.
Related articles
- AutomationsTriggers and actionsWhat can start an automation and what it can do.
- AutomationsRun history and failuresSee what ran, what was skipped, and what needs attention.
- AutomationsUnderstanding AutomationsWhat an automation does, and what it is allowed to do.
- Account, Plans & SettingsPlans and what they includeThe four plans, limits, and how entitlements work.
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