The Estimates trigger activates a workflow based on specific events related to estimates, making it valuable for automating follow-up actions, notifications, and responses tied to customer interactions with your estimates.
Adding the Estimates Trigger #
To add this trigger to your workflows, go to the Automation tab and select Workflows in your account. From there, either choose an existing workflow or create a new one.
Select the option to add a new trigger, then proceed to select the Estimates option from the Workflow Triggers list.
Update the name of the trigger within the Workflow Trigger Name field to accurately reflect its intended purpose.
Configuring Filters #
Click the + Add Filters button to refine the trigger criteria. Available standard field options include filtering by estimate status, estimate value, or the template used.
Once you have chosen your preferred standard field, choose the corresponding operator from the dropdown menu.
If you selected the “Is” or “Is Not” operator, choose the appropriate status or template when prompted. For the Estimate Value option, input the required value after selecting the Greater Than, Equal To, or Greater Than or Equal To operator.
Save the trigger and begin adding actions to your workflow. By following these steps, you can efficiently configure the Estimates trigger to automate important actions and responses based on customer interactions with your estimates.
Frequently Asked Questions #
What events can the Estimates trigger respond to? #
It activates workflows based on events related to estimates, such as changes in estimate status, allowing you to automate follow-ups, notifications, and other responses.
Where do I find the Estimates trigger? #
Navigate to the Automation tab, select Workflows, open or create a workflow, add a new trigger, and choose Estimates from the Workflow Triggers list.
What filters are available for this trigger? #
You can filter by estimate status, estimate value, or the template used to refine when the workflow fires.
How do I filter by estimate value? #
Select the Estimate Value field, then choose the Greater Than, Equal To, or Greater Than or Equal To operator and input the required value.
Should I rename the trigger? #
Yes. Updating the Workflow Trigger Name field to reflect its purpose makes workflows easier to manage and understand at a glance.
Can I add multiple filters to one trigger? #
Yes. Use the + Add Filters button to add and combine multiple standard field conditions to precisely control when the trigger activates.
