Automation
Action plans, triggers, tasks and routing — the parts of ClientTether that work while nobody is looking.
On this page
Automation in ClientTether is built from a few pieces that fit together: a plan is a sequence of steps, a trigger decides when a plan starts, and routing decides who the work belongs to.
The core
- Action Plans — the sequences of calls, texts, emails and tasks.
- Action Plan Settings — account-wide rules for how plans communicate.
- Triggers — the conditions that start a plan automatically.
- Templates — the message content a plan step sends.
Work that comes out of it
- Tasks — to-dos on contacts, created by hand or by a plan.
- Contact Reminders — day-level nudges.
- Notifications — being told when something needs you.
Routing and outcomes
- Lead Routing — sending new leads to the right person or location.
- Reputation Management — turning finished jobs into reviews.
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