Automation triggers and client notifications
Which automation starts still exist, and where brochure notifications take you.
Vaasu Guduguntla
Last Update hace 6 días
🔍 Triggers that were removed
These automation starts are no longer in the builder or runtime:
- Time based – on a schedule or interval
- Booking completed
- Contact custom field changed
- Contact created
- Project source changed
- Task created
- Document updated
For time-based work, use Project due date, Meeting starts, or Meeting ends. Booking completed was already covered by Payment received.
An automation that needs a project will not run from a standalone task with no project. Those starts are skipped so the run history does not show a half-finished job.
📄 Brochure notifications
When a client submits a brochure or package and a draft proposal is generated, the in-app notification says “Draft proposal ready” and opens that draft in the document editor on desktop. On a phone it opens the document viewer.
🛠️ Simple Booth
Simple Booth lead sync is no longer a background timer. Use the Sync button in gallery settings. Each click continues from where the last sync left off so older events are not skipped.
🧭 Project messages
Sent bubbles in project email, messages, and SMS keep dark signatures readable instead of washing out against a solid brand fill.
💡 Rule of thumb: If you used a removed start, switch to Project due date, Meeting starts, Meeting ends, or Payment received.
📚 Learn More
Related help in the TalleFlow Knowledge Base:
- Automations Overview
- Trigger Nodes
- Why Didn't My Automation Run?
- Using Smart Tags in Automations
- Action Nodes