FSG
Search projects, vendors, invoice #s, scope…
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6
MP
Morgan
Operations Admin
Home
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6
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Automations
Vendor SMS with $ amount → change reques
Active
When
Inbound SMS contains $
and 1 condition match, run 2 steps. Locked projects are skipped.
Back
Test with record
Delete
Save
Trigger
Engagement
Pattern
Fires when:
Inbound SMS contains $
then check
Conditions
all must match
Add
if
then do
1
Create record
· Create Change order: with photo
Type
Details
2
Create task
· Task for Morgan: approve/decline
Title
For
Due in (days)
End · exits on: reply, stage change, project locked, do-not-contact
Add step
Settings
Run log
9
Name
Active
Fires on matching events. Paused keeps enrolled records in place.
Skip locked projects
Never act on Billed / Closed work unless explicitly allowed (PRD T46).
Business hours only
Hold emails/SMS until Mon–Fri 7:30am–5:00pm CT.
Runs
9
Failures
0
Last run
11h ago
Steps
Create record, Create task
Failed steps retry 3× with backoff, then surface in Inbox. Reversible runs can be undone from the run log.
Variables you can use
{{project.number}}
{{project.title}}
{{contact}}
{{contact.first_name}}
{{company}}
{{location.name}}
{{vendor}}
{{wo.number}}
{{wo.date_link}}
{{proposal.link}}
{{user.name}}
{{coi.expires}}