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Search results for:actions

Actions Library

Looking for some helpful language to use in your actions? Check out these helpful templates!
Support Team avatar
Written by Support Team. Updated over a week ago

Basic Actions Web Flow

Getting started with actions can be tricky! Here's a basic actions flow chart to help you set up your automations… Actions are a powerful tool to help you automate your email and text automations, but we understand that… understand how the basic logic behind triggering events and rules work when setting up your company actions
Mallory Lydon avatar
Written by Mallory Lydon. Updated over a week ago

Advanced Actions: Add Rules

What do rules mean on a Spectora Advanced Action? Check this out for a breakdown!… You can have Actions fire only when the published report is named "Residential" while another is only… can combine rules to create very complex logic - we recommend using different Groups to organize your actions
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Written by Support Team. Updated over a week ago

Common Actions for Spectora Advanced

Learn the most common Actions (custom triggered emails and texts) used in Spectora Advanced and how to set them up… Advanced Actions: Choose an Event Advanced Actions: Add Rules Advanced Actions: Choose an Action… Actions is the most powerful tool in Spectora Advanced, where you can create custom triggers for emails
Kevin Wagstaff avatar
Written by Kevin Wagstaff. Updated over a week ago

Spectora Advanced: Import New Actions

How to add an Action to an existing inspection… Actions will only apply to inspections that are created after the Action was added in your Company Actions… and you want to make a new action apply to that existing inspection, you need to use the Import New Actions
Katie Walls avatar
Written by Katie Walls. Updated over a week ago

Actions: Inspection Confirmed Versus Inspection Scheduled

Beta, Advanced Actions, Triggers… When setting up your Spectora Advanced Actions, it's a common question, what's the difference between
Support Team avatar
Written by Support Team. Updated over a week ago

Emailing 3rd Parties automatically

BETA, contractors, actions, advanced… If you are using Spectora Advanced you can set up an Action to automatically email a 3rd party contractor… Here's an example of the Action that you would create:
Support Team avatar
Written by Support Team. Updated over a week ago

Advanced Actions: Choose an Event

Wondering what the first step of creating an Action means? Look no further!… Actions: Get to the Actions Manager page from the nav bar or Settings->Advanced->Actions:… Actions are a great way to customize when your emails and text messages should be sent
Support Team avatar
Written by Support Team. Updated over a week ago

Advanced Actions: Choose an Action and Add Details

Here are the final steps for completing your company Action messages!… So you've chosen an event and added rules to your Actions, what's next?… Clients" or "1 Month Followup For Listing Agents", it's a nice tool to help further organize of your Actions
Support Team avatar
Written by Support Team. Updated over a week ago

How to set up Actions to automate your workflow

Actions allow you to have customized automation rules for emails, texts, and webhooks. Here's how they work!… Get to the Actions Manager page from the nav bar or Settings->Advanced->Actions: Actions are… Note: Any new actions added or changes made to existing actions on the Company Actions page will not
Michael Wagstaff avatar
Written by Michael Wagstaff. Updated over a week ago