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

Joe W. shared this question 7 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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