Release Notes 03.15.21

    We are happy to announce some new functionality to FlipPilot!

    Our big feature for this release are the new updates to Status Automations!

    FlipPilot has made some major changes to the Status Automation built in adding more functionality and flexibility with the new automations!

    New Triggers:

    • X Time after entering status
    • X Time before status due

    New Actions:

    • Send Text
    • Send email

    And more…

    • Ability to enter minutes, hours, or days
    • Ability to create default automation

    New Triggers!

    FlipPilot has added new triggers that will be very handy in a myriad of ways that you can think of! These triggers allow you to have timed automated reminders, when ever a Lead/Record enters a Status or before the status is due!

    X Time before enter status

    What does this do and what will it mean for you? This new trigger will allow you to create automations with specific triggers once a Lead/Record Enters a status.

    You can trigger a notification, task etc. at a specific given time frame once a lead enters a status.

    X Time before status is due!

    What does this mean? basically, before the system triggers that the Lead/Record is almost due or has sat in a specific status for a specific amount of time, you can trigger specific events to happen, like notifying users, creating tasks, sending text messages or emails, etc.

    Send Texts and emails!

    You can now send text and emails to Leads/Records with specific triggers, timings and under a specific status! This allows you to keep constant communication with your Lead/Record and ensure that they don’t fall off the cracks!

    We hope you enjoy the new features. If you have any ideas on how to improve FlipPilot or find any bugs please email us at [email protected]. And join us every other Wednesday at 10:00 CST for a Zoom Q&A session. The next session is on March 17th Here is the link: