Automated Email Post Executed Contract or Invoice Paid

You can. Which part do you get stuck at? 

Hi Laura! Having an automated response after your client signs a contract or pays an invoice is a great idea. You can create a template email, and then add it to an automation that is triggered by your client signing their contract or paying an invoice. You would need the automation to be attached to your client’s project in order for the steps to move forward, but once that automation is created and linked to a project it will move forward seamlessly. 

Happy to share more if you have questions on logistics! 

Emily
woodallcreative.co

The automation needs to be tied to the smart file -- not the client/project.  Here’s my workflow:

1. Lead Form Submitted [triggers]

2. Contract & Invoice Sent

3. Contract Executed & Invoice Paid [need trigger]

4. Acknowledgement Email

I don’t want to have to go into the client’s project and manually set up an automation from there.  That defeats the point of it.

In addition, right now, I do not believe it’s even possible to assign a lead form to a specific project type so that the project type is automatically set up with each new client. So, I have to manually assign this every time a lead form is submitted.

Then if I do manually assign a project type, that does not auto-add ONE automation (the current limit for each project) to the project. So, now I have not one, but two human-touch tasks I must execute.

I need conditional logic on the Contract.  When X Contract is Executed, X email is Sent.

And I need to be able to assign a specific project type to each lead form.

Am I missing something on how to set this up?