In this article, you will learn how to create automation rules to help you win more leads.

With Workiz Automations, you can easily create a rule to automatically follow up with clients who haven’t made a decision on the potential job.

How to create an automation rule for leads

1. From the sidebar menu, select Automations
2. Select Add automation
   
3. Customize your automation rule:
   1. Enter a title for you rule
   2. Choose the lead-based event that should trigger this automation rule (e.g., when a lead has a status of ''new")
      
   3. Choose what should happen when this event is triggered (e.g., send assigned tech a text message)
      
   4. Customize the message you want to send when this event is triggered
   5. Define when this rule should be triggered (e.g., 1 hour ahead of the lead schedule date)
      
      

      The only way to trigger an automation rule for an unscheduled lead is to select immediately. This will ensure the rule is triggered by a change to the lead status or lead tag.

      Assigning a specific time (e.g., 1 day after) to a lead-based automation rule will only allow the rule to be triggered once it has been scheduled.

   6. (Optional) Create a condition to define the exact criteria that should be applied to this automation rule (e.g., only if source = Google, only if client tag ≠ loyal customer, etc.)
      
   7. (Optional) Define when this rule should be triggered (e.g., 9–5 p.m., 24/7, etc.)
   8. Select Add automation