Automations are a key benefit of AdvanceCM. An automation is an instruction to AdvanceCM to perform a particular action when an event occurs. For example, triggers can be used to notify you and your guests via email or SMS when a new booking is received.
You can access the Automations module from top menu bar
The Autopilot Overview tab will show you all of the different types of Automations that can be created in AdvanceCM using the Autopilot wizard by simply turning on the toggles.
This amazing feature takes the technical difficulties out of automations and let's you automate all aspects of your property management business easily. For more details on this, please see this help article.
AdvanceCM support different types of Automations, that can also be manually set up using the +Auto Create button.
To view detailed information on each type of automation, please review the help articles below:
Automation Events
Below is a list of events which can be triggered with different automations:
Booking Cancelled: Booking cancelled via dashboard or connected API channel.
Booking Confirmed: Booking confirmed via dashboard or connected API channel.
Card Accepted: Credit Card info submitted to Stripe has been accepted.
Card Declined: Credit Card has been declined after Stripe attempts processing.
Card Deleted: Credit Card has been deleted from Stripe.
Card Rejected: Credit Card info submitted to Stripe has been rejected.
Channel Disabled: Inform your internal team that a channel connection is disabled, and that action needs to be taken by your team in AdvanceCM.
Contract Rejected: A Signature Contract has been rejected.
Contract Sent: A Signature Contract has been sent.
Contract Signed: A Signature Contract has been signed.
Contract Viewed: A Signature Contract has been viewed.
Guest Created: A guest is created either via the dashboard, from an AdvanceCM website or widget, or from a channel connection.
Guest Deleted: A guest is deleted from the dashboard.
Guest Message: A message is received from a guest.
Guest Updated: A guest is updated via the dashboard or a channel connection.
Inquiry Created: An inquiry is created via the dashboard, a AdvanceCM website or widget, or an API channel connection.
Invoice Cancelled: An AdvanceCM invoice is marked as cancelled.
Invoice Created: An invoice is created on any AdvanceCM inquiry.
Invoice Paid: The invoice status changes to paid on any AdvanceCM invoice.