1. Automation Settings
   1. Automation Types
      1. Audience
         1. Add to Audience(s) / Remove from Audience(s)
            1. These Automations will either add or remove the user from an Email Marketing Audience, respectively. You can select multiple Audiences from the dropdown menu.
            2. Remove from Audience(s)
            3. Change Marketing Audience(s)
         2. Remove from Audience(s)
            1. Change Marketing Audience(s)
      2. CF
         1. Set Custom Field Value
            1. This Automation will change the value in the Custom Field for the Assigned Contact(s).
            2. IMPORTANT: This Automation cannot be used with the File Upload Custom Field.
      3. Client
         1. Convert to Client
            1. This Automation will convert a Prospect to a Client. If the Contact is already a Client, it will not trigger.
            2. You can choose to send the Prospect a Notification to inform them that a change was made in their account.
      4. Circle
         1. Add to Circle(s) / Remove from Circle(s)
            1. These Automations will either add or remove the user from a Circle, respectively. You can select multiple Circles from the dropdown menu.
            2. Remove from Circle(s)
            3. Change Circle Affiliation(s)
         2. Remove from Circle(s)
            1. Change Circle Affiliation(s)
      5. Deal
         1. Create a New Deal
            1. This Automation will allow you to create a Deal.
         2. Move Deal to Stage
            1. This Automation will move a Deal to a specified Stage.
      6. Document
         1. Generate Document
            1. Title
            2. Available placeholders: [client-first-name] [client-last-name] [my-organization-name] [crm-company-name] [current-year] [current-month] [current-day] : Example: You could enter the following: [client-last-name], [current-year], [current-month]
            3. Template
            4. This Automation will trigger a Document Template, which will generate a Document for the user.
            5. IMPORTANT: Be sure to choose a Document Template with the correct Placeholders when choosing what to generate the Document from.
         2. Send File Request
            1. Trigger an existing File Request
      7. Email
         1. Email Internal(s)
            1. This Automation will send an email to a Staff Member or Team in the platform. You can select multiple Staff and Teams from the respective dropdown menus.
         2. Email External(s)
            1. This Automation will send an email to a Contact or Circle in the platform. You can select multiple Contacts and Circles from the respective dropdown menus.
            2. IMPORTANT: Using this Automation, you cannot select the assigned user of what the Automation is being applied to. You will need to use the Send email to Assigned Contact(s) Automation in this case.
         3. Fire Email Cannon(s)
            1. Trigger Email Cannon(s) to fire
         4. Send Email Notification
            1. This Automation will send an email to a user of your choice. It is exclusive to Forms and can be used to send an email to a Contact, Staff Member, or an email outside of the platform.
            2. For Kickoff Forms, an extra option to send an email to the user filling out the form will be available under the To field. This can be used for any selected Role.
         5. Send Email to Target
            1. This Automation will send an email to the "Target" of the Automation.
         6. Send Portal Access Invitation Email
            1. This Automation will send an email inviting the Contact to register into to the Portal. It is only applicable for Contacts in "Not Invited" status.
      8. Form
         1. Fire Form Cannon(s)
            1. Trigger From Cannon(s) to fire
      9. Event
         1. Apply Event Generator(s)
            1. This Automation will trigger an Event Generator, which will generate an Event for the user. You can select multiple Event Generators from the dropdown menu.
         2. Cancel Remaining Events
            1. This Automation will remove/cancel any remaining Events in a currently used Event Generator for the Assigned Contact(s).
      10. Invoice
          1. Accumulating Invoice Generator
             1. This Automation will assign a Dynamic Accumulating Invoice Generator to the user.
          2. Convert to Invoice
             1. This Automation is exclusive to Proposals and will convert the Proposal into an Invoice. It will automatically be assigned to the user.
          3. On-Demand Invoice Generator
             1. This Automation will trigger an Invoice Generator, which will generate an Invoice for the user. Only one Invoice Generator can be assigned at one time.
          4. Recurring Invoice Generator
             1. This Automation will assign a Dynamic Recurring Invoice Generator to the user.
      11. Flow
          1. Assign On-Demand FLOW
             1. IMPORTANT: Only one FLOW can be assigned at a time. If the user is already assigned one, this Automation will not trigger.
             2. This Automation will assign an On-Demand FLOW to the user.
      12. Folder
          1. Apply Folder Generator
             1. This Automation will trigger a Folder Generator, which will generate a predefined folder structure for the user. Only one Folder Generator can be assigned at one time.
      13. LMS
          1. Grant LMS Product / Remove LMS Product
             1. This Automation will either add or remove ownership of an LMS Product from the Assigned User. You can select multiple LMS Products from the dropdown menu.
             2. Remove LMS Product
             3. Remove as Owner of LMS Product
      14. Project
          1. Apply Project Generator
             1. This Automation will trigger a Project Generator, which will generate a Project for the user. Only one Project Generator can be assigned at one time.
      15. Proposal
          1. Dynamic Proposal Generator
             1. Create Proposal & Assign to Target
      16. Schedule
          1. Add to Schedule
             1. Remove from Schedule
      17. SMS
          1. Send SMS
             1. Send text message via Twillio
      18. Tag
          1. Add/Remove Tags
             1. This Automation will Add and/or Remove Tag(s) from a Target. You can also use this Automation to delete all existing Tags that are assigned to that Target.
      19. Task
          1. Apply Task Template
             1. This Automation will trigger a Task Template.
             2. IMPORTANT: When finding a Project based on the title search by the first few letters of the first word of the Project. If there are multiple Projects that start with the same name or the same few letters it will select the most recent one. If you have a Project that has multiple words in the name, for example: Web Development Build you will only be able to find this Project by searching for WEB. Searching Development or Build will not bring this Project up as that is not the first word in the title.
      20. Teams
          1. Add to Team(s) / Remove from Teams
             1. Change Team Affiliation(s)
          2. Set Coordinator
             1. This Automation will set the Coordinator for the user. If the user already has a Coordinator, it will be replaced with the one set here.
          3. Set Salesperson
             1. This Automation will set the Salesperson for the Contact/Company. If the target already has a Salesperson, it will be replaced with the one set here.
             2. IMPORTANT Be aware that changing a Target’s Salesperson can have an automated downstream effect, depending on your specific choice of Exclusive Mode vs. Shared Mode as it relates to Salesperson Visibility.
      21. Webhook
          1. Webhook Notification
             1. This Automation will fire a webhook to your endpoint. A webhook notification is a message indicating that a specific event has occurred. When the event occurs a notification is sent via HTTPS POST to the destination URL of your choice. Enter your Destination URL into the empty field. In the Event field, you have the option to assign any string to be used as an event signifier.
   2. Available to Automate
      1. Flyout Menu
         1. Custom Menus
            1. Auto-Template Trigger on Click
         2. Organization Settings
            1. Onboarding Automations
            2. Trigger Automations when a Prospect confirms their account and logs into the Portal:
            3. Trigger Automations when a Client confirms their account and logs into the Portal:
      2. Automations
         1. Auto-Template
            1. Auto-Template Trigger on Click
         2. Schedule
            1. Trigger Automations at the interval set for this Action
      3. Calendar
         1. Appointment Types
            1. When Booked
            2. When Canceled
            3. When Rescheduled
      4. CRM
         1. Deals
            1. Stages
            2. You can assign Automations to trigger upon a Deal moving from one Stage to another.
      5. FLOWS
         1. Appointment Block
         2. Content / Embed
         3. File Download
         4. File Upload
         5. Read & eSign
         6. Update / General Form
         7. Trigger Automations when this FLOW is completed.
      6. Forms
         1. Kick Off Form
            1. Choice Block
            2. Assign Circle(s)
            3. Generate Document
            4. Generate Event
            5. Scheduled Automations
            6. Email Marketing Audience
            7. Proposal Generator
            8. Select LMS Product
            9. Tags
            10. Email to Coordinator
            11. Portal Access Email
            12. Trigger Automations when this Form is completed.
         2. Update Form
            1. Choice Block
            2. Trigger Automations when this Form is completed.
      7. LMS
         1. Course
            1. Module
            2. When complete by Contact / Staff
      8. Messaging
         1. Canned Response
            1. Auto-Add
            2. Auto-Reply with this Message to every new Message I receive
      9. My Pages
         1. Portal Pages
            1. Trigger Auto-Template
      10. Office
          1. Document
             1. Trigger Automations when this Document is fully signed.
          2. Estimates
             1. Trigger Automations when Estimate is converted into an Invoice.
          3. Invoices
             1. When Paid
             2. On-Demand Generator
             3. Trigger Automations when this Invoice is Paid.
             4. Send Client a New Invoice notification
          4. Proposals
             1. Generator
             2. Trigger Automations when this Proposal is Approved.
             3. Trigger Automations when this Proposal is Rejected.
             4. Send the client a notification immediately when a Proposal is generated
      11. Projects
          1. Template
             1. Phase
             2. The Automations designated for this Phase will be replicated in all associated Phases generated by this Task Template
             3. Trigger Automations when this Project is set to "Complete" status.
             4. Automatically change the Project Status to following when this Phase is set to Complete
             5. Auto-complete Phase when all Tasks have been marked Complete
             6. Task
             7. The Automations designated for this Task will be replicated in all the associated Tasks generated by this Task Template
             8. Task Dependency
             9. Prevent editing and marking as Complete until the Task Dependency logic has been satisfied
             10. Hide this task until the Task Dependency logic has been satisfied
             11. Link the Start Date of this Task on the Due Date of another Task
2. Schedules
   1. With Scheduled Automations, you have the power to create and customize schedules composed of Automation sets which are scheduled around a "Based-On Date" (BoD), allowing you to precisely time and sequence your Automation actions. Define the BoD in various ways, including the date the Target is added to the Schedule, a specific future date, or a date determined by the value of a custom field.
   2. Settings
      1. Type
         1. CRM Targets
         2. Staff Targets
      2. Based-On Date
         1. Based on Day added to this Schedule
         2. Based on value of Date Custom Field
         3. Based on Specific Date
         4. Trigger automation after Based-On Date
         5. Trigger automation before Based-On Date
      3. Automations