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.
Dans cette rubrique
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 de lectureAuto-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 de lecture
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