Automations Platform (CRM+ Add-on)

- Ability to initiate automation based on predefined trigger points ( e.g. prospect created, membership expired)

- Multiple action (e.g. Email, SMS, whatsapp, Follow Up tasks)

- Schedule notifications to be sent before or after the event

- Ability to filter automation events (e.g. trigger email when prospect created when channel is walking)

- implement query builder experience for the filter conditions to filter the event

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Upvoters
Status

Completed

Board

πŸ’‘ Feature Request

ETA
May 30, 2024
Date

Almost 2 years ago

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