To create an automation plan, navigate to the Automation link under Admin in the top menu bar. On the Automation page, switch to the Advanced Automation tab and click on the 'New' button to create your own plan.
An automation plan consists of 3 parts - Object, Criteria, and Action, explained below:
1. In the Object section, you will need to provide a name for the plan, status of the plan, and the target module, i.e., Listing, Contact, Deal or Lead.
2. In the Criteria section, you will need to define conditions to trigger this plan. The trigger conditions include:
a. When a record is created - A user creating a new record will trigger the plan
b. On change of field values - If one or more predefined fields change to a specified or any value, this plan will be triggered.
c. When a record is created or updated - If a record is created or changed, the plan will be triggered.
d. When a record is not updated - If a record has not been updated for a predefined number of days, the plan will be triggered.
You can also define any filters to use to better segment records. e.g.: Only to be notified if the lead is a buyer and not a tenant.
3. In the Action section, you can define what action needs to be taken and when. You can create a task for yourself, send emails to one or multiple recipients, or update the record's fields to a predefined value.