Automations - Lynx AC Quote Builder

Loading your workspace…

Development Site: changes here do not affect the live system.

Lynx AC Quote Builder

Customers Leads Projects Quotes Job Register

Catalogue

Equipment Materials Other Components Labour Subcontractors Expenses Optional Extras

Reports

Dashboard Sales Funnel Customers Engineers Scorecard

Settings

Automations Categories & Units Content Email General Maintenance Media Pricing Reminders System Errors Users

Automations

Automations

System workflows are protected. Configurable rules can be edited, enabled or disabled here.

Automation	Actions
Loading…

New Automation

Automation name Enabled Description

1

Trigger

Choose what starts this automation.

Record eventWhen this field changes

2

Conditions

All conditions must match.

3

Actions

Actions run in the order shown. An audit entry is always created automatically.

Changes are logged in the audit trail when this automation runs.