Add “Before Visit” Trigger in Sequence Automation
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Matt Wallington
Currently, the “before visit” trigger is only available in legacy automation. This prevents users from triggering actions in sequence automation prior to a scheduled visit.
In sequence automation, users can run sequences for customers with a specific tag, but there is no option to trigger actions before a visit occurs.
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David Vanden Brink
It would be great if this could incorporate a "heads up notification" that sends a text to the customer when the crew is 2 stops away, for example.