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automation question

  • June 9, 2024
  • 1 reply
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Ashlee Vroom
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I’m curious if there is a way to trigger different things on one automation. I have an inquiry automation set up that is triggered by the contact form. It will send them a confirmation email then I answer a while later if I am available to set up a call. I was curious if I could have the automation split at this step. If they set up a call the automation gets turned off (I always forget to turn it off) and if they don’t set up a call to then send them follow up emails. I’m not sure if that is something that is possible so I am curious

Thanks !

Best answer by Alyssa Nance

Hi @Ashlee Vroom ,

Unfortunately, HB does not have conditional logic in its automations like you’ve described. However, it is a feature they have planned on their updates roadmap- we just don’t know when this feature will be worked on and released.

 

My suggestion to you, and how I and all my clients have our workflows set up, is to have the follow up step in your workflow and set it to requiring manual approval. That way if you have the follow up to be due 3 days after the previous step, for example, you would get a reminder in your task list that that step is due. If you don’t need to follow up, you would just skip the step, otherwise you would mark the step as approved and the email would send. 

 

Let me know if that helps or if you have any additional questions.

And if you need further help with your workflow automations, I’d love to be of assistance :)

    1 reply

    Alyssa Nance
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    • Alyssa Nance
    • Newcomer
    • Answer
    • June 17, 2024

    Hi @Ashlee Vroom ,

    Unfortunately, HB does not have conditional logic in its automations like you’ve described. However, it is a feature they have planned on their updates roadmap- we just don’t know when this feature will be worked on and released.

     

    My suggestion to you, and how I and all my clients have our workflows set up, is to have the follow up step in your workflow and set it to requiring manual approval. That way if you have the follow up to be due 3 days after the previous step, for example, you would get a reminder in your task list that that step is due. If you don’t need to follow up, you would just skip the step, otherwise you would mark the step as approved and the email would send. 

     

    Let me know if that helps or if you have any additional questions.

    And if you need further help with your workflow automations, I’d love to be of assistance :)

    Alyssa Nance | Grace & Flow Systems | Systems Strategist
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