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Intro to automations

What you need to know about automations


Automations help your team save time by automating repetitive tasks, minimize human error, and can be used to design a delightful client experience. For example, you can set up automation where if a client logs in the first time, they're automatically assigned an intake form and default files and folders are uploaded. Then, once the form is submitted you can update custom field values to update client information.

Ways of setting up automations

Setup method

Use case


Welcome messages for the Messages App are currently the only built-in automation. Messages App welcome messages can be customized on the Messages App settings pages.


Most popular no-code option with many templates to choose from and largest collection of integration.


No-code option with more flexibility and customizability.


Requires developer resources but gives maximum control and flexibility.