Batchbook Support DocsBatchbook Knowledge Base AutomationsWhat kinds of Automations are available in Batchbook?

What kinds of Automations are available in Batchbook?

Whether you're looking to streamline your sales process, create recurring to-do's or just assign tasks more efficiently, Batchbook has automations to fit your varied needs.

Current automation triggers and actions in Batchbook include:

  • Triggers
    • Complete a to-do with a certain title

      • Full or partial match on the title

    • Tag a record

      • Contact

      • Communication

      • To-do
  • Actions

Check back often as this list will continue to grow steadily :)

Need help creating an automation? Check out this article.

Ideas for using Automations

  • tag all incoming web form leads and assign a user to follow up
  • create a to-do template (multiple todos that work off of one another)
  • create recurring to-dos
  • tag all contacts newly created via Batchbox and assign to a user to have contact details rounded out
  • send an email to all new leads welcoming them
  • send group emails to teams or committees
  • send contact details to vendors for upcoming projects
  • check out a few samples of various email automation, todo automation and sale automation here