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Automation
Everything you need to know about using our no-code automation builder
6 articles
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 XeroInvoices can be automatically exported to Xero by Zigaflow
Create an Automation to Export Invoices to QuickBooksInvoices can be automatically exported to QuickBooks by Zigaflow
Automated Messages
How to Automatically Send Messages to Custmers, Suppliers and Team Members Automatica
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 SMS messages to any automated message.
Setting up Automated Messages