If one step in my automation is to “create task” will the next step in the automation wait until I mark this task complete to trigger the next step in the automation?
I need to tailor each proposal to each client so I’m creating a task to Send Contract + Invoice for myself.
Then the next step in my automation is “Immediately after contract is signed… Send Thank You Email.” That way as long as the client has signed the contract I’ve sent over the next step in the automation is triggered (which is to fill out a form attaching their document).
Does that make sense?
Will the dominoes fall the way I’m imagining they will the way I have it set up?
