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Workflows add advanced automation to SmartOffice. These add-ons are triggered on a recurring schedule or when certain events happen in the system, completing actions that would normally require manual intervention. Workflows save time and ensure that your processes are carried out consistently. Individual workflows are $10/month each per office or $30/month for five workflows. Customizations can also be made for an additional charge.
When an investment account’s status is no longer Active/Open, send an e-mail to the account’s contact.
Categories: Investments
$10 / month
Select
Send Client-type contacts a year-end e-mail on Christmas Eve (the holiday can be customized).
Categories: Contact
$10 / month
Select
When a pending case’s status changes to Submitted, create a Meeting-type activity for the case manager.
Categories: Calendar,Policy & Pending Case
$10 / month
Select
When an opportunity’s status changes to 'sale made,' update the linked contact’s type from Prospect to Client.
Categories: Calendar,Policy & Pending Case
$10 / month
Select
Check daily for contacts whose birthday is today and send an e-mail to those contacts.
Categories: Contact
$10 / month
Select
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