Tag-Based Automations

How Tag Automations Work

Adding a tag to a record can start an email automation. This is a flexible way to run onboarding, nurture or win-back sequences without manual sending.

Available Tag Triggers

Tag-based automations are available for:

• Tag Added - Customer
• Tag Added - Lead
• Tag Added - Quote
• Tag Added - Job
• Tag Added - Invoice

Combining with Templates

Pair a tag trigger with an email template to control exactly what is sent. See "Creating and Applying Tags" for how tags work.