You can set up various types of actions within your workflows: emails, calls, SMS, tasks, and letters. It also applies when you Send Invoices From Upflow.

For emails, SMS, and letters, you can send them automatically and save some time.

How does it work?

When are automatic communications sent?

All the automatic actions are sent daily depending on your organization's scheduling time. 

It is by default 9:00 AM (24h format). 

At that time, the system will look at all the communications that should be sent and do it.

The communications only happen on weekdays (Monday to Friday).

How do you set up automatic communications?

Hit the checkbox to Send automatically.

Select which sender should be used to send the communication. You can use specific members or the assigned users. If there are several assigned users, we will use the one assigned first to the customer.

If you wish for automatic emails to be sent from a generic or group email address, you can:

- Use an existing profile with this address

- Create a new profile with this address, with or without sending an invitation.

Don't forget to save the action, and you are done.

How to identify automatic communications?

From your customers' timelines, you can see the automatic communications.

The automated communications are identified with a lightning icon.

To see what sender is used, you can expand the message content in the timeline and look at the "From."

From the Actions list view > All section, you can filter on the Trigger: Automated.

There, you will see the automatic actions that will be sent and the ones that have already been sent.

Finally, in the Analytics, you can see the automatic actions in the Team activity dashboard.

Note that the billing emails are not included here.

Do you still have a question? Contact us!