Workflows

Save Precious Time By Automating Almost Anything

Never miss another holiday. Build the perfect workflow for yourself and fully automate your business with “if this, then that” scenarios.

Some examples may include:

  • When an invoice is paid, create a project and tasks from the invoice line items.
  • When a proposal or estimate is accepted, automatically create an invoice.
  • When a project or task is marked as “complete”, send email to the client.
  • That’s just scratching the surface.

Sign up to start saving time today.