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28 results found

  1. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

    send out an automatic birthday wish to each client on their birthday? I would like it to go automatically to the client on their birthday

    42 votes
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    7 comments  ·  Automations  ·  Admin →
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  2. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    Currently if you want to set up an automation that triggers by an added activity the only option is to have the automation complete when the activity is initially created. With this system it is impossible to set an automation up for a future date.

    I suggest that an option is made for automations to be triggered on the scheduled date of an activity as opposed to only allowing the automation to occur when the activity is initially created.

    83 votes
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    6 comments  ·  Automations  ·  Admin →
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  3. Custom Trigger Events

    To expand on a few of the other suggestions, it would be helpful to have more Trigger Event options in the Automation function. The ability to customize the Trigger Events would be really helpful as well.

    200 votes
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    18 comments  ·  Automations  ·  Admin →
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  4. Activity Completed Trigger

    Please add "activity completed" as a trigger for automation templates.

    275 votes
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    10 comments  ·  Automations  ·  Admin →
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  5. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    Automation triggered by COMPLETION of certain activities/events. For example: The completion of a client review triggers an activity for a user 75 days later. The newly created activity is a task to call/email that client for their next review. The current method (creation of activity) does not account for delays and reschedules.

    45 votes
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    1 comment  ·  Automations  ·  Admin →
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  6. automation trigger for advisor change

    It would be helpful if automations could trigger upon a change of servicing or writing advisor.

    95 votes
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    5 comments  ·  Automations  ·  Admin →
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  7. Automation templates & recurring workflows

    Please add the ability to automate templates based on time periods/dates. Right now, templates can automatically be applied based on certain actions (i.e. adding new clients). It would be a tremendous help to have the ability to set templates to automatically run every quarter (or other time frame). For example, I run a client invoicing template every quarter and the process can be automated by applying this template automatically each quarter.

    533 votes
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    17 comments  ·  Automations  ·  Admin →
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  8. Age Based Triggers

    I would really love to see the option for triggers based on age/birthdates. As advisors, many important financial events have age based triggers: RMDs, full retirement age, age 59 1/2, etc. To have a workflow or checklist automatically assigned when a client reaches specific milestones would be hugely helpful.

    861 votes
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    26 comments  ·  Automations  ·  Admin →
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