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  5. Which Automations Trigger do I Need?
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Automations

Last update 6 days ago
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Which Automations Trigger do I Need?

- When a lead form is submitted or a lead is manually added by staff. 
A lead is amended - When a lead is edited and saved, even if nothing has changed. 
A lead is deleted - Although not recommended this is when a lead is completely deleted.
A lead converts to booking - When a lead is converted to a booking by an admin
A lead form is submitted - When a lead form is submitted.

Bookings
A booking is created - When a booking form is submitted or a booking is manually added by staff. 
A booking is amended - Whenever a booking is edited and resaved. Even if there is no change. 
A booking is deleted - Although not recommended this is when a booking is completely deleted. 

Task
A task is created - When a task is created either manually or via an automation.
A task is updated - When any change is made to an existing task.
A task is deleted - When a task is deleted.
A task is completed - When the task is set to its completed status eg. Done or Completed