Automations are crafted to alleviate manual work by automatically executing actions such as sending emails or SMS when specified events trigger within your CRM. Each automation consists of essential components: Trigger, Action, Optional Timing, Optional Conditions, and Post Actions. These components work together to create efficient, rule-based workflows that align with your business processes.
What Are These Key Components?
What Are These Key Components?
Trigger (When this happens): This is the event that kicks off the automation.
Action (Do this): The action that automatically occurs when the trigger is activated.
Optional Timing: Specify when the action should occur, whether immediately, after a certain duration, or ahead of a particular date.
Optional Conditions: Limit the automation to execute only when specific criteria are met.
Post Actions: After completing the primary action, post-actions can automatically update the status of leads or jobs, keeping your pipeline accurate without manual intervention.
Accessing the Automation Center
To begin using automations, follow these steps:
Log in to Movermate.
Navigate to the Settings menu.
Locate and select the Automation Center.
Here, you can create new workflows, view existing ones, and enable or disable automations.
Creating a New Automation
Click Add Automation to start. You’ll have two options:
Create from Scratch: Build a customized workflow.
Use the Library: Start with a pre-built template for common workflows.
Creating an Automation From Scratch
Follow these steps to create a new automation:
Step 1: Enter a Workflow Name
Provide a clear, descriptive name for your workflow.
Step 2: Choose a Trigger (When this happens)
Select an event to start the automation. Common triggers include:
Lead Triggers: Lead created, lead converted to job, lead status change (e.g., New, Quoted, Follow Up).
Job Triggers: Job created, job status change (e.g., Scheduled, Confirmed, Completed).
Invoice Triggers: Invoice status change (e.g., Sent, Paid, Overdue).
Step 3: Set the Action (Do this)
Define the action to take place after the trigger is activated. Common actions include:
Send an email
Send an SMS (if enabled)
Update lead/job status (post action)
Step 4: Choose the Recipient (Who it sends to)
Select the recipient (Customer, Admin, Lead/Representative), and choose whether to send via email or SMS.
Step 5: Select the Email Template
Pick a pre-made template (e.g., Booking Confirmation, Follow Up 1) for consistency and branding.
Step 6: Set Timing
Choose when the action should trigger:
Immediately
After a set time (minutes, hours, or days)
Ahead of a specific date (ideal for reminders).
Step 7: Add Conditions (Optional)
Specify conditions for the automation to run, e.g.:
Job Type = Moving
Source = Google
Branch = Brisbane
Step 8: Post Actions (Optional)
Automatically update lead/job statuses after the action, e.g.:
Move lead status from Quoted → Follow Up 1
Mark a lead as Contacted
Update job status after customer confirmation
Step 9: Save and Activate
Click Save or Add Workflow to activate the automation. It will appear in My Automations.
Create Automation From the Library
If you prefer not to start from scratch, you can choose a pre-built automation template:
Click Add Automation.
Select From Library.
Choose a template (e.g., lead created confirmation, reminders, follow-ups).
Customize the trigger, template, timing, conditions, and recipients.
Save the automation.
This option is ideal for standard workflows used by most moving companies.
Managing Your Automations
From the Automation Center dashboard, you can:
Enable or disable workflows using the toggle switch.
Edit workflows to adjust triggers, timing, conditions, templates, or recipients.
Delete workflows that are no longer needed.
View automation history in the Automation Queue.
Automation Queue
The Automation Queue provides full visibility into how your automations are executed after they are triggered.
Accessing the Automation Queue
From the Automation Centre, click on Automation Queue at the top of the page.
This opens a detailed log of all automated messages triggered by your workflows.
What You Can See in the Automation Queue
The Automation Queue displays every automated email or SMS that has been processed or is scheduled to be processed. For each entry, you can view:
From Email: The sender email address
Receiver: The recipient (customer or internal user)
Subject: The subject line of the message
Delivery Time: When the message was sent or scheduled
Status:
• Sent
• Queued
• Error
Rule Name: The automation workflow that triggered the message
Entity Type: Lead, Job, or Invoice
Reference: The associated Lead ID, Job ID, or Invoice number
Type: Email or SMS
Created At: When the automation entry was created
You can also search and adjust visible columns to quickly locate specific automation records.
Together, the Automation Centre and Automation Queue give you complete control and visibility over your automated workflows.
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!