Record Automation (Early Release)

Define values for new records automatically with the power of our rules engine. Save time, reduce manual updates, and streamline your workflows.

✨ Example use cases

• Enable invoice emails if a quote is under $5,000
• Enable manual invoice generation if the overall quote is over $50,000
• Set a Bill Group custom field using a value from a Quote custom field

🛠️ Get started

Head to Settings > Rules > Record Automation to create your first automation.