Search

Dashboard

Templates

Contacts

Metrics

Automation

Actions

Settings

Support Center

Actions

Start from scratch

Choose action preset

All Actions

(75 active actions)

View Actions

Mold Test

Upsell Add-ons

Active

Email

Text

Schedule Air Quality

Air Quality

Active

Email x2

Agreement NOT Signed

Agreement Reminder

Inactive

Email x2

Text x2

Client Report Published

Publishing

Active

Email x2

Text x2

Declined Radon Test

Commercial Radon

Inactive

Email

Text

All Actions

(75 active actions)

View Presets

Premium

Email your client when an inspection agreement

Premium

Email your client when an inspection agreement

Premium

Email your client when an inspection agreement

Premium

Email your client when an inspection agreement

Action FAQs

What are Actions?

Let's start by setting up a simple workflow to streamline your tasks. Don't worry—it's easy to get started, and you'll be automating like a pro in no time.

How it works