ADIGITRANS

Automation rules can streamline various customer interaction scenarios: create an estimate, send an email, schedule a call or meeting, and more. ...

Automation rules let you automate client interactions. You can send an SMS for order confirmation, email an estimate, or schedule a call or meeting wi...

Automation rules and triggers in CRM help automate different work scenarios with customers. Automation rules perform routine actions: send emails and ...

Automation rules and triggers in CRM help automate customer interactions. Automation rules perform routine tasks, like sending emails, planning activi...

Automation rules perform actions inside the CRM. They can create or change documents, notify employees, schedule events, and so on. In t...

Automation rules are tools that simplify customer interactions and help automate routine tasks. When a CRM item reaches a certain stage, automa...

Document opened trigger will help you to automate work with invoices and estimates. It is triggered when the client opens a public link to the document...

We have added two new automation rules: Edit variable and Math operations. These automation rules will help you to automate work with variables and co...

Automation rules are divided into basic and helper types. Helper automation rules do not perform an action and require a basic automation rule ...

Automation rules can perform various mathematical operations. In this article, you'll learn how to automate the profit calculation process by usin...