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Automations

8
Creating new records is disabled in the product demo.
  • Active7of 8 automations
  • Needs attention1with a failed run this week
  • Runs today9since midnight
  • Success rate97%37 runs in the last 7 days
  • Instant enquiry replyReplies to every new enquiry within a minute, with what happens nextTrigger New enquiry received
    ActiveRan 3 runs today
  • EICR renewal reminders — needs attention: last failure Linda Haworth, Email bounced: the mailbox at linda.haworth@example.com no longer exists.Reminds landlords and agents 60, 30 and 7 days before an EICR's five-year dateTrigger EICR due in 60, 30 or 7 days
    ErrorRan 1 run today · failed Tue 15 Sep, 08:00
  • PAT retest remindersReminds business customers 30 and 7 days before their annual PAT retestTrigger PAT retest due in 30 or 7 days
    ActiveRan No runs today
  • Quote chaserChases quotes that have had no reply at 3, 7 and 14 daysTrigger Quote unanswered for 3, 7 or 14 days
    ActiveRan No runs today
  • Appointment reminderReminds customers and tenants the day before a visitTrigger Visit or job due tomorrow
    ActiveRan No runs today
  • Certificate and completion emailSends the certificate or completion note after a job and asks for a reviewTrigger Job marked Completed
    ActiveRan 1 run today
  • Unassigned enquiry alertFlags enquiries nobody has picked up within two hoursTrigger Enquiry unassigned for 2 hours
    ActiveRan 1 run today
  • Customer matchingLinks new enquiries to customers already on the booksTrigger New enquiry received
    ActiveRan 3 runs today
Active
This action is disabled in the product demo.

Instant enquiry reply

Replies to every new enquiry within a minute, with what happens next

Workflow

  1. TriggerNew enquiry receivedWebsite and EICR booking forms, email, phone note or WhatsApp
  2. ConditionHas an email address?
    1. Yes
      1. ActionSend the instant reply
      2. ActionLog activity on the enquiry
    2. No
      1. FailsFail — no email address

Recent runs

15 in total
WhenRunResultTook
Mehmet Aydin · ENQ-40327Acknowledgement emailed to mehmet.aydin@example.comSuccess1.7s
Chloe Ashworth · ENQ-40326Acknowledgement emailed to chloe.ashworth@example.comSuccess0.9s
Larder & Loaf · ENQ-40325Acknowledgement emailed to marta.kowalska@example.comSuccess1.1s
Marlowe Street Lettings · ENQ-40324Acknowledgement emailed to joanne.pickford@example.comSuccess1.3s
Gail Sumner · ENQ-40323Acknowledgement emailed to gail.sumner@example.comSuccess1.5s
Rohan Mistry · ENQ-40322Acknowledgement emailed to rohan.mistry@example.comSuccess1.7s
Denise Fairclough · ENQ-40321Acknowledgement emailed to denise.fairclough@example.comSuccess0.9s
Matthew Kearns · ENQ-40320Acknowledgement emailed to matthew.kearns@example.comSuccess1.1s

About

Owner
System
Channels
Email, Needs attention
Created
Updated