Automations V2

Name	Type	Link To Automation	Version	Purpose	Trigger	Tools Used	Client	QA Required	Updates, Errors, & QA
Initial Get Started Form			1.0.0	Record client information in a sheet to keep track of the onboarding process and begin an automated campaign to get the lead to complete the full application.	Gravity Form		AGuard	No

Handle contact form submissions			1.0	Add submissions to website inquiries sheet for better follow-up	Gravity Form	ZapierGravity Form	🍞Aki's	Yes
Every day -> Mark consults scheduled for next week	Airtable	airtable.com	1.0	In order to show Michael the number of consults scheduled for next week over time so that he can keep effective track of his firm we need to mark if the consult was scheduled for next week or not. Data is used in this view: https://airtable.com/appS0LhkvZkx6CCOQ/pagBcKLBe1UtaOO14			Hepworth	Yes	Update Every day -> Mark consults scheduled for next week script to properly log versions
Collect Reviews From Clients	Funnel Step							Yes
When positive feedback linked -> Trigger collect review		airtable.com
Consultation feedback created -> Link lead	Airtable	airtable.com
Gravity Form -> Consult review given	Zap	zapier.com
Campaign to collect consult feedback	Campaign
Consultation status changed -> Trigger collect consult feedback	Airtable	airtable.com		When the field consultation status is changed to any value that means the client is not retained then trigger the Collect Consult feedback campaign to get feedback from the client			Hepworth