Automations

When a contact's occupation or company changes and importance is 4 or higher, then add a Career Update and draft a congratulations note.

When a property tied to a contact enters lis pendens or default, then flag the contact and create a follow-up in 2 days.

When a contact replies on any channel, then stop their active sequences and mark the conversation unread for me.

When a contact has had no touch for 90 days and status is Dormant, then enroll them in Distressed owner outreach.