226

Automation


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Leo Bassam

Easily automate anything in Plutio using "If that then that rules"

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Activity Newest / Oldest

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Farvin

Merged with: Automation + Qorkflows

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I need to set up automation for my client process so things can work on the background. By that I mean email templates, workflows for every step. There is not much time in the day to work on admin stuff so workflows would be highly appreciated.


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Farvin

Merged with: Automation

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can send it in this way, that
1st. the person receives the Proposal, once he accepts that
2. he goes to the Contract, once he agrees with the Contract,
3. then he is taken to the Invoice, once he agrees with the Invoice
4. he is taken to the Payment Link.


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thedigitalwhale

Workflow automations. These can be automatically applied to a project or task board template.


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Kreative

Any further updates on this yet.


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Jack Reeves

Needs to be able to do...if customer agrees to x in proposal then ad x tasks to project... Then I can create SOPs in advance and auto generate backlog based on clients needs.


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Got an ETA for this feature?


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I think until the end of this year


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Looking forward to this. It's supposed to come with automation.


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Diana van der Pol

How about the automation to add events to the calendar, concerning the Sales Funnel (another big wish!) a client is in or a project? This so my time gets blocked at preset times.
The event will get a short description (currently I mostly add links and a short recap of the tasks, to work faster)
Every week I plan the upcoming week and make sure none of the events overlap. This is helping me in regard to my booking form. Clients can't book me, when I am busy working for a ZOOM meeting :-)

(Currently doing this with another CRM)


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Ability to automate the client process from inquiry right to send off. We need custom workflows for every process and automation for emails, bookings and forms.


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Leo Bassam

Merged with: Automation + workflows

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Ability to automate the client process from inquiry right to send off. We need custom workflows for every process and automation for emails, bookings and forms.


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Leo Bassam

Merged with: Automation + workflows

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Matt Atherton | purpleplanet

Already in the works: features.plutio.com/b/feature-requests/automation/


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Oops! Workflows.


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datalytyks

Can’t wait for this feature!


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Leo Bassam

Status changed to: Planned