Should automations run and be applied when someone gets an online quote?

Joe W. shared this question 12 months ago
Answered

Should automations run and be applied when someone gets an online quote?

Comments (3)

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What is your ulitmate goal here?

when someone gets a quote we send them a text, email and we get alerted of a new online quote from a client

You can set up automations to do more depending on what you want

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I have an automation for adding certain fees based on event time. Backend its working fine but its not when a customer gets a quote.

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Which automations are you questioning? The automations run based on what is defined in your filter for them.

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