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In plain English

When a project moves to Sold, do nothing yet.

Describe it and Copilot drafts it

When

Fires when: Project stage → Sold

Stage

Only if

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

Then

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.

Project

Settings

Skip locked projectsNever act on billed or closed work.Business hours onlyHold texts and emails until Mon–Fri, 7:30am–5pm CT.

Variables

tap to copy