AUTOMATIONS: No-Code Automations
Create powerful automated workflows across Unificus without coding to streamline your business processes.
What are No-Code Automations?
With Automations, you can trigger actions across numerous areas of Unificus for both CRM Targets and Staff Targets. Chain multiple Automations together to build complete, hands-free workflows!
Automations work in these modules:
- CRM
- Projects
- Office
- FLOWs
- Forms
- LMS
- Organization Settings
- Schedules
- Manage Staff
Configuring Automations
Wherever Automations are supported, a configuration panel appears showing the options available. Click the +Configure Automations button to get started.
The panel displays what will trigger your Automation. For instance, in Projects, an Automation might activate when the Project status changes to Complete.
A modal opens where you build your Automation sequence. Sometimes this modal launches automatically.
Click the icon to select an Automation from the available list.
Browse the options or use the search field at the top to find what you need.
Each Automation has its own requirements. For example, to send an email notification to Users, you’ll need to write the email content and select at least one recipient.
Once finished, click the Save icon to close the modal, or click the icon to add another step to your chain.
Different Automations have different needs. Adding a Follow-up Generator, for example, only requires selecting which generator to use.
After clicking Save, you’ll see a summary of your entire chain. Need to make changes? Click +Configure Automations again to edit, add, or remove any steps.
CLICK HERE to learn how each Automation works
CLICK HERE to learn about Automation Templates
Assign Automations in CRM
Trigger Automations when a Deal progresses between Stages.
To set up Automations for a Deal, go to CRM > Deals.
CLICK HERE to learn about Deals
Open the Options menu and pick Manage Automations.
A modal shows all available Automations to choose from.
Assign Automations in Projects
Activate Automations when a Phase or Project is completed.
Automations in a Project
Head to Projects > Projects to configure Project-level Automations.
CLICK HERE to learn about Projects
Either click +Add Project to create a new one, or select Edit from the Options menu of an existing Project.
You’ll find the No-Code Automations section at the bottom. Any Automations here will fire when the Project reaches Complete status.
Automations trigger once the Project is Completed, whether manually or through another Automation.
In Project Automations within Project Settings, you can also configure the Project to switch to Complete automatically when all Tasks are finished.
No-Code Automation in Phases
To add Automations to a Phase, go to Projects > Projects, open your Project, and click Phases at the top.
CLICK HERE to learn about Phases
Either click +Add Phase to create a new one, or select Manage Automations from an existing Phase’s Options menu.
When creating a new Phase, click Add Phase & Assign Automations after filling in the required info.
The Assign Automations pane displays. Any configured Automations will activate when the Phase status becomes Complete.
Automations trigger once the Phase reaches Completed status, regardless of whether it was set manually or by another Automation.
When editing a Phase, you can set it to automatically become Complete when all its Tasks are marked done.
Assign Automations in Office
Set Automations to trigger on Invoice payment, Estimate conversion, or Proposal approval/rejection.
You can also add Automations to Invoice Generators and Document Templates—these Automations will be included whenever documents are created.
Automations in an Invoice
Go to Office > Invoices to set up Invoice Automations.
CLICK HERE to learn about Invoices
Click +Add Invoice to create a new one or click Edit from an existing Invoice’s Options menu.
Automations activate once an Invoice is fully Paid, whether payment comes from the Client directly or is manually marked Paid by Staff. Partial Payments do not trigger Automations.
Automations in an Invoice Generator
Navigate to Office > Invoices, hover over Generators in the top menu, and select Invoice Generators.
The Assign Automations panel works the same as for regular Invoices.
When the Invoice Generator runs and creates an Invoice, that Invoice includes your configured Automations. It then acts like a standard Invoice, and Automations fire once it’s completely paid.
Automations in an Estimate
Navigate to Office > Estimates to configure Estimate Automations.
CLICK HERE to learn about Estimates
Click +Add Estimate or select Edit from an existing Estimate’s Options menu (only available if it’s in Draft status).
Automations trigger once the Estimate is Converted to an Invoice. Convert to Client is enabled by default, so Prospects automatically become Clients. This Automation cannot be disabled.
By default, a Notification goes to the Contact about this change.
Automations in a Document Generator
Go to Office > Documents and click Generators at the top to set up Document Generator Automations.
CLICK HERE to learn about Document Generators
Click +Add Generator to create a new one, or select Manage Automations from an existing Generator’s Options menu.
When creating a new Document Template, click Save and Add Automations after completing the required fields.
The Build your Automations modal opens. When you close it, the Assign Automations pane appears.
Once the Document Generator runs and creates a Document, your configured Automations are included. They activate once the Document is fully signed.
Automations in a Proposal
Head to Office > Proposals to assign Proposal Automations.
CLICK HERE to learn about Proposals
Click +Add Proposal to create a new one, or select Manage Automations from an existing Proposal’s Options menu (only in Draft status).
Click the icon on the right side menu to open the Automations panel.
You can set up separate Automation chains—one for when the Proposal is Approved and another for when it’s Rejected.
When configuring Automations for an Approved Proposal, you have the option to select Convert to Invoice.
Invoice settings for the Automation are as follows:
Automations activate once the Proposal is Approved or Rejected. Convert to Client is enabled by default for approved Proposals, automatically converting Prospects to Clients. This Automation cannot be removed.
By default, the Contact receives a Notification about this change, but you can disable it if needed.
Assign Automations in FLOWs
Set Automations to run when each Step in an On-Boarding FLOW or On-Demand FLOW completes, as well as when the entire FLOW finishes.
Go to FLOWs in the main menu to configure FLOW Automations.
CLICK HERE to learn about FLOWs
Click +Create FLOW to start a new FLOW, or select Edit from an existing FLOW’s Options menu.
Both On-Boarding FLOWs and On-Demand FLOWs support the same Automations.
To attach an Automation to a Step, click Add new FLOW Step.
IMPORTANT: You can assign Automations to every Step except the final one. If you reorder Steps and place a Step with Automations at the end, the Automations panel hides and they won’t run. An icon marks this condition.
You can also configure Automations to run after all Steps complete. Look for the FLOW Complete Automations section at the bottom of the page.
Assign Automations in Forms
Trigger Automations when a Kickoff Form, Update Form, or General Form is submitted.
Open Forms in the main menu to set up Form Automations.
Click +Create Form to build a new Form, or select Edit from an existing Form’s Options menu.
The Send Email Notification Automation is available across all Form types.
Automations in a Kickoff Form
Kickoff Forms require the Create Contact Automation to be configured before moving forward. Your choice of Role determines which optional fields become available.
The only other Automation option is Send Email Notification.
CLICK HERE to learn about Kickoff Forms
Automations in an Update Form
Update Forms include a special No-Code Automation option.
CLICK HERE to learn about Update Forms
Click the arrow to set up these “nested” Automations.
The standard Available Automations pane appears.
For a General Form, Send Email Notification is the only choice.
CLICK HERE to learn about General Forms
Automations in Organization Settings
Create Automations that fire when a Prospect or Client confirms their account by logging in for the first time.
Go to Flyout > Organization Settings to set this up.
In General Settings, you’ll see an option to trigger Automations when a Prospect or Client confirms their account and first logs into the Portal.
Automations in Schedules
Scheduled Automations let you create and customize schedules made up of Automation sets timed around a “Based-On Date” (BoD). This gives you precise control over when and in what order your Automations run. Set the BoD to the date the Target joins the Schedule, a specific future date, or a date from a custom field value.
Click + Add New Schedule and select CRM Targets or Staff Target.
Then select the Based-On Date.
Click the Schedule Name.
Click Automations.
Choose your Automation Details and then click Configure Automations.