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Move Automation

  • March 2, 2025
  • 4 replies
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Doug

How can I have a current automation that is running, and when it ends it triggers to go to another automation automatically. I want it to automatically launch the next automation when I have it move in the pipe line

4 replies

Doug
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  • March 2, 2025

Like when I have a drip automation running and when it comes to the end of the drip automation, I have it move in the pipeline at the end of the drip automation. How does the new pipeline line stage know to start?

I have it move at the end of the drip automation to the new stage, but "does it actually start that ne automation, or not?"


Ashley Rufino
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  • March 3, 2025

The pipeline is just a visual of where your’re at with all the projects. The pipeline “automations” were created long before Automations 2.0 was launched. These specific automations will only move the project along but will not trigger anything itself. 

They way you could trigger an automation as things move through the pipeline is to create an automatons that os triggered by things such as contract signed, first payment made, project date etc so it correlates with what happened in each stage of your pipeline. Hope this makes sense!

 


Doug
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  • March 3, 2025

yes that makes since, but still looking to have an automation that ends to then move to a new automation per the stage move at the end and that triggers a new automation. No smart files that the clients has to open to trigger. Just a simple stage move and bam a new automation starts..

 

I know it may be too much for the honeybook wizards to do, but if I don’t ask the answer is always no.


Ashley Rufino
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  • March 3, 2025

sure, I understand! 

I think you can go a head and add an “idea” post and request that a pipeline stage trigger be added. I could even see this being implemented within an automation. if they added it to the WAIT UNTIL options such as “pipeline moved”