Automations for client/project side of things
J
Jsin
If Moxie would add automations for the client side, projects, not just opportunities/pipeline, that would rock my world and save me soooo much time! I spend 90% of my time working on the client side of things, not pushing people through a long sales pipeline. It only makes sense to be able to automatically send an email or bill or respond when someone fills out a project-related form. I’d pay double my yearly subscription if Moxie automations worked on the client/project side— having a change in a given project’s status firing an automation.
J
Jsin
Checking up on this one. There are so many automation opportunities on the project side, and I'm hoping this is a future option. It's been a couple of years since I first suggested it. Example: when I change the status of a client, to have an automation that waits, say, two weeks, and, if there has not been any action on the project (status change), send an email/change the status/take some kind of action.
S
Solomon Antonell
This would be so helpful. My use case would be and automation for when an estimate is signed, then create the project. I know that you can set the proposal/estimate/quote to do this already but it also creates an invoice with it and I don't want that.
I just want when the estimate is signed the project is auto-created.
So the automation would look like this.
Start > Particular Client signs an estimate > Create Project
OR another way it could work is if the option to auto create project allowed to not include the invoice and that could be a separate toggle.
C
Chiara Broom
Yes please - I would love to schedule post-project follow up actions
Paul Burns
Being able to set up automations such as: If task is marked done, then after X days, archive. If ticket is marked resolved, then after X days mark completed.
P
Petar Mihaylov
This will be a game changer!
TaKenya Hampton
I wanna vote for this 100 times. Because right now the automations don't work for me as most things I would want to happen and had in my previous platform are on the project/client side of things.
B
Biggi Boho
This would SAVE me SOOOOOO much time.
B
Becky Strohl
YES 100% agree
K
KC
Along with this, I'd love to have the option to add default to-dos to project stages just like we can currently do within the pipeline, so that the default to-dos to appear within a project based on when it is moved to the next stage.
I'm frequently waiting on client responses. And I don't really want to load up my homebase or calendar with future project tasks too soon or constantly adjust the due dates of them.
Use case: Designing a product for print, client review process, getting it printed, packing and shipping, then following up with client.
But I don't want all those tasks and sub tasks sitting in homebase or even scheduled until previous steps are complete. I'd just be changing due dates all the time.
Emily Wilson
100% agree with this! Much of my process is based on the current stage of the project at hand - after discussing with Moxie and giving some work-around options, I am able to make the automations work for what I need, but there are several additional clicks/steps I must take now, instead of just changing the status/stage of my project. This feature would be a GAME CHANGER in Moxie!
Load More
→