Automation
Set up automated messages and other automations in Zigaflow
9 articles
Automated messages
How to send messages to customers, suppliers and team members automatically
- Setting up automated messagesSend automated email or SMS messages to customers, suppliers, or colleagues when a record changes status, after a set number of days, or on a date.
- Apply automated messages to existing quotations, jobs/orders, etc.When you have updated or added an automated message on a pre-build, you can apply it to existing quotations, jobs, etc.
- Set up automated SMS messagesAdd an SMS to a Zigaflow automated message using the client cellphone tag, preview it, and copy it to your other pre-builds.
Automations
Move quotations and orders between statuses, add tags and export to other systems automatically
- Automations explainedSet up a Zigaflow automation with a trigger, delay, conditions and actions, then use the automation log to check which automations have run.
- Create an automation to create a job / sales order automatically when a quotation is accepted (basic)Follow these steps to create a job or sales order automatically when the status of a quotation is changed to accepted
- Create an automation to export invoices to XeroSet up an invoice automation that exports invoices to Xero automatically when they reach a status you choose, such as Sent.
- Create an automation to export invoices to QuickBooksSet up an invoice automation that exports invoices to QuickBooks when they reach a chosen status, such as Sent, using the Export to QuickBooks action.
- Create an automation to mention when a task is assignedThis will send a mention to the person who has a task assigned to them, so they know they have a new task to look into.
- Webhooks from automationFire a webhook to another system based on a status change or new job/order.