For example:
When a new intake is submitted → send an email notification
When a contract is signed → trigger follow-up actions
This reduces manual work and keeps your process consistent.
To create an automation:
Go to the Automations section
Create a new automation
Step 1: Choose a trigger
Example: When a new intake is submitted
Step 2: Add an action
Select Send Email
Add recipients
Write subject and email content
Step 3: Configure settings
Name your automation
Add a description
Save and activate
Once active, the automation will run automatically when the trigger occurs.