Automations for Invoices, Quotations, and Contracts

Automate administrative processes across multiple modules.

With automations for Invoices, Quotations, and Contracts, you speed up administrative follow-up.

You automate status-based actions, internal notifications, and recurring next steps.

1

Choose the right module

First decide whether your process starts from an invoice, quotation, or contract.

Then choose the event that should start the flow.

2

Create a new automation

Go to Settings → General → Automation.

Click Add.

3

Give the flow a clear name

Use a name that explains the purpose immediately.

For example: Reminder for open quotation.

4

Choose trigger and criteria

Select the correct event.

Then filter by status, type, or customer group.

5

Add actions

For example, choose an internal notification, a follow-up task, or a status-based update.

Then check whether the order of actions is correct.

6

Save and test

Test the flow with a realistic example.

Then check the result in the module and in the Notification log.

Practical examples

• send a reminder for an open quotation
• notify internally when a contract is about to expire
• start follow-up when an invoice status changes

Frequently asked questions

Can I use one automation for multiple modules?

You choose one trigger per automation.

Actions can still affect other modules afterward.

Which processes fit best here?

Recurring follow-up, status notifications, and internal alerts.

Where do I check whether the flow worked?

In the Notification log and in the module where the action should be visible.

Related topics

• What is Unlimited Automations?
• Create a new automation in OutSmart
• Manage and monitor existing automations