Use automations to automatically trigger actions in Homeworks, such as sending emails, creating tasks, or starting another workflow.
Step 1: Navigate to Automations
Go to Marketing > Automations in your menu.
Step 2: Create a New Automation
Click New Automation to start building your automation.
Step 3: Name the Automation
Enter a clear, descriptive name.
Example: Send Follow-Up Email After Invoice Sent
Step 4: Choose a Trigger Condition
Select the Trigger Condition.
This defines when and why the automation runs.
Examples:
When a visit is added
When an invoice is sent
When a lead status changes
Step 5: Choose an Action
Select the Action.
This defines what happens when the trigger condition is met.
Examples:
Send an email
Create a task
Start another workflow
Note: When sending an sms or email template, you will first need to create that template in our template builder on the email/sms pages.
Step 6: Add an Optional Sub-Action
Choose what happens after the main automation completes.
Options may include:
Do nothing
Run another automation
Stop automation
Note: Use sub-actions when you want one automation to continue into another workflow.
Step 7: Enable Review Before Execution
Check Review Before Execution if you want to approve or reject the automation before it runs.
Important: This is useful for automations that send messages, create tasks, or affect customer-facing workflows.
Step 8: Review and Save
Before saving, review:
Automation name
Trigger condition
Action
Optional sub-action
Review settings
Notes or tags
Click Save when everything looks correct.