Set up automated messages and other automations
7 articles
Automated Messages
How to Automatically Send Messages to Custmers, Suppliers and Team Members Automatically
Setting up Automated Messages
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.
Automations
Move Quotations, Orders, etc, add tags, export to another system
Automations ExplainedHow to set them up and debug them
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