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Automation·Engagement

14 runslast 11h agohealthy
In plain English

When someone clicks the “roofing” campaign link, notify Dean and contact owner, set contact.tags to interest:roofing, enroll it in Roofing follow-up and create a call task for the record owner.

When
Fires when: Campaign link clicked (label = roofing)
Only if

Runs for every matching event — locked projects are still skipped.

Then
1
2
3
4
End
Ends after the last step — or early on a reply, a stage change, a locked project, or do-not-contact.

Test it

dry run

Plays this automation against a real project, step by step. Nothing is sent.

Settings

Recent runs

14
Healthy
  • 23239 · Fire alarm testing & Main Hall electrical
    Sep 5 · 3:00 AM · completed
  • 23239-1 · CO-1: Add emergency lighting circuit, Main Hall
    Sep 3 · 4:14 AM · completed
  • 23240 · Toilet backed up — Honey Creek Bldg C
    Sep 1 · 5:28 AM · completed
  • 23244 · Emergency HVAC — BMO Brookfield
    Aug 30 · 6:42 AM · completed
  • 23238 · Bulk WO — Burger King Oak Creek: doors & drive-thru
    Aug 28 · 7:56 AM · skipped

Variables

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