Taskboards and Drips

Overview Imagine being able to organize your workflow visually by moving tasks, prospects, appointments, or proposals through stages just like a sales or project pipeline. That’s the concept behind TaskBoards . TaskBoards allow you to group con...

Overview service minder  Drips allows you to hook into all sorts of events in real time. Drips is the heart of service minder automation and integration capabilities. You can build sophisticated automations and integrations. If you really want t...

Overview Drips  is an add-on feature available in serviceminder. If you don’t see  Drips  in your side navigation panel, this feature hasn’t been activated for your account. Please check with your brand administrator before purchasing. Drips co...

Overview Triggers are the "When" and Actions are the "What" . So you are telling service minder  to look for something to happen and then do set into motion which actions. There are similarities between what you can do for both triggers and ...

1. Do appointment triggers work on a Contact TaskBoard? Yes, appointment triggers work on a Contact-type TaskBoard. Appointment triggers are best suited for Contact TaskBoards. Triggers like appointment scheduled or appointment comple...