"One-Click" Automations Trigger = Powerful Systems & Client Portal Onboarding

The Automation possibilities in SuiteDash are already incredible, but we’ve gone even further to give you even more powerful options when designing your automated workflows!

Now you can configure “One-Click” triggers of your Auto-Templates! Yes, that’s right, you can use either a Custom Menu item or the Button Block from our Block Builder to trigger the Auto-Template of your choice with just ONE click.

You have the option to limit the number of times the menu item or button block can be clicked, which means you can allow a specific number of trigger events for that particular Auto-Template - and this “count” is unique to each individual user and is tracked on an individual user basis.

You can base the “count” on a static number that you define, or you can base it on the value of a CRM Custom Field (Number Type), which means that the # of times any specific user can trigger the Auto-Template can be unique for each individual user because it’s based on the unique value stored in their particular profile for that particular Custom Field.

You have the option to hide the Custom Menu item or Button Block/Row when the “count” reaches zero, which means you can offer the option, limit the # of times it can be used, and then hide/remove the option after your goal has been accomplished.

This feature can be leveraged to create a "credit" system for your Clients in which they can "order" services from you with one click, have their "count" decremented by 1, and then completely hide/disable the ability to "order" after the count reaches zero. Then, use the Dynamic Logic Engine to identify that the "count" stored in the Custom Field (you'll create a Custom Field specifically to track this count) has reached zero and trigger an Auto-Template that generates an Invoice that, when paid, will "recharge" their credits via an Automation to change the value of the Custom Field using our Custom Field Math option -- [current-value] + X -- with X being the number of credits they are buying. And then, since the "count" stored in the Custom Field is no longer zero, the One-Click Automation button will begin to show again so that they can again order services from you.

Available NOW to ALL Pinnacle accounts for no additional charge!

Find out more at https://suitedash.com

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