In FEA Create, you can automate the process of sending contracts, invoices or estimates whenever someone takes an action, such as filling out a form. This saves time and ensures your clients get the right documents straight away.
Step 1: Create a Workflow
Go to Automations > Create Workflow and start from scratch. Give your workflow a clear name so you can easily find it later.
Step 2: Add a Trigger
Click Add New Trigger. This is what starts the workflow. For example, you could choose Form Submitted and then select the form that your client fills out. Click Save Trigger.
Step 3: Add an Action
Click the plus icon to add an action. Here you can choose whether you want to send an invoice, contract, or estimate.
Send Invoice: Select who the document comes from (yourself or one of your users). Then choose the invoice template. You’ll need to have created templates first in FEA Create under Payments > Invoices & Templates.
Send Contract: Select who it comes from, choose your contract template, and decide whether to send it directly to the client or save it as a draft to review first. Contract templates can be created under Documents & Contracts > Templates.
Send Estimate: Choose the sender, select the estimate template, and decide if it should be sent directly or saved as a draft. Estimate templates can be created under Payments > Estimates & Templates.
Step 4: Choose the Delivery Method
For invoices, contracts or estimates, you can choose to send them via email and text, email only, or text only.
Step 5: Save Your Workflow
Once everything is set up, click Save. Your workflow will now automatically send the chosen document whenever the trigger action happens.
Important
Before automating, make sure you’ve created your templates for invoices, contracts, or estimates. Without templates, the workflow won’t have anything to send.
FAQs
Can I send more than one document in the same workflow?
Yes. You can add multiple actions within the same workflow. For example, you could send both an invoice and a contract after a form submission.
Can I edit a draft before sending it?
Yes. When setting up the action, you can choose to create a draft instead of sending the document directly. This allows you to check or edit it before sending.
Can I use triggers other than form submissions?
Absolutely. You can use other triggers such as a tag being added, an appointment being booked, or a purchase being made.
By setting this up once, you’ll never have to worry about manually sending contracts, invoices or estimates again.