Which Automations Action do I Need?

Only send automations depending on different conditions, send after a certain amount of minutes/days after the Trigger and format numbers and dates from custom fields.

• Email - Sends an automated email to a specified recipient using a pre-built template.

• Send Proposal - Automatically sends a proposal to a lead at the point the automation runs.

• SMS - Sends an automated text message to a specified contact's phone number.

• WhatsApp - Sends an automated WhatsApp message to a specified contact.

• Webhook - Sends data to an external URL, allowing integration with third-party systems and services.

• Pushover - Sends a push notification to a device via the Pushover app.

• Mailchimp - Adds or updates a contact in your Mailchimp audience.

• Active Campaign - Triggers an action in ActiveCampaign, such as adding a contact or starting a sequence.

• Mailerlite - Adds or updates a subscriber in your Mailerlite account.

• Change Field Data - Updates the value of a specific field on a record within the system.

• Send Conversation Message - Sends a message within a conversation thread to a client or team member.

• Create Task - Creates a new task and assigns it within the system.

• Create Proposal - Creates a new proposal for a lead or booking.

• Assign a Package - Assigns a specific package to a lead or booking.

• Assign a Product - Adds a product to a lead or booking.

• Create a Shift - Creates a new shift entry linked to a booking or event.

• Fetch entity - Retrieves data from an existing record to use as a variable later in the automation.

• Create entity - Creates a new record of a chosen type within the system.