Automation
Build When → If → Then rules to auto-send, auto-decline, auto-assign, follow up, and auto-accept.
⚠️ Automation rules require the Professional or Enterprise plan.
Browse the guides in this section below.
In this section
Automation rulesAuto-handle incoming quote requests with When-If-Then rules that send, accept, decline, assign, and follow up - without watching the inbox.4 minutes readAuto-accept quotesThe auto-accept automation action - how it instantly closes a quote at the buyer's requested price, and the four guardrails that keep humans in control.5 minutes read
Still need a hand? The team is happy to help.