What automation capabilities does SuiteDash include?

SuiteDash includes over 38 automation actions that fire from triggers throughout every module. Actions span five categories: communication (emails, SMS, notifications), CRM management (role changes, circle assignments, custom field updates), billing (invoice generation, subscription creation, estimate delivery), project operations (project generators, task assignment, deal creation), and content delivery (FLOWs, LMS grants, document generation, file operations). Automations stack on any trigger point across the platform.

What is the dynamic logic engine?

The dynamic logic engine is a background monitoring system that scans contacts continuously and fires automations when specified conditions are met. You define the scope (all contacts or specific circles), set logic rules based on custom field values, dates, or circle membership, and attach an auto-template. The engine evaluates each contact against the conditions and triggers the automation for anyone who qualifies. This runs 24/7 without manual intervention for birthday campaigns, renewal reminders, and status-based workflows.

How do auto-templates work in SuiteDash?

Auto-templates bundle multiple automation actions into a single reusable package that fires all actions simultaneously in milliseconds. A single auto-template might send a welcome email, assign the contact to a circle, trigger a project generator, create a document for signing, and add the contact to a marketing audience. Auto-templates can be triggered three ways: manually from the CRM in three clicks, through click-to-trigger buttons that clients interact with, or automatically through the dynamic logic engine.

What are FLOWs and how do they guide client onboarding?

FLOWs are multi-step sequences that guide clients through structured processes like onboarding, data collection, or compliance workflows. Seven step types are available on the Pinnacle plan: e-sign a document, view content, upload files, download files, book an appointment, complete a form, and finish a checklist. Each step must be completed before the next becomes available. Automations fire on FLOW completion, connecting the guided sequence to downstream project creation, billing, or communication workflows.

What are generators and how do they work?

Generators are template-based automation tools that create pre-configured records automatically. Five generator types are available: project generators deploy complete projects with tasks and assignments, invoice generators handle on-demand, recurring, and accumulating billing, document generators produce personalized contracts with signature fields, folder generators create standardized file structures, and follow-up generators schedule time-delayed check-ins. Generators fire through manual triggers, form submissions, automations, or scheduled dates.

What triggers can start automations in SuiteDash?

Automations fire from trigger points across every module: CRM events like role changes and circle assignments, form submissions including kickoff and booking forms, proposal approvals and document signatures, invoice payments and subscription creation, appointment bookings and cancellations, project generation and completion, deal stage transitions, LMS course and product completion, and support ticket events. Each trigger point supports stacking multiple automation actions, so a single event can initiate complex multi-step workflows.

Can automations update custom fields with calculations?

Custom field automation actions support mathematical operations and date calculations. Math expressions use the format where current field values combine with other values, such as adding an invoice payment amount and multiplying by a percentage to track commissions. Date field calculations add or subtract time periods from existing dates to schedule future actions. These computed updates let automations maintain running totals, calculate commissions, track loyalty points, and schedule relative deadlines dynamically.

How does SuiteDash automation compare to standalone tools?

Standalone automation platforms connect separate apps through API integrations that break when either app updates. In SuiteDash, automations operate on the same shared data layer that every module reads from. A form submission can update the CRM, trigger a project, generate an invoice, send a document for signing, and start an email drip sequence without any middleware, webhook chains, or external automation service. The 38-plus actions cover what would require multiple Zapier paths across separate tools.

Are there limits on automations in SuiteDash?

There is no limit on the number of automations, auto-templates, or generator triggers on any plan. Basic automations are available on all plans. FLOWs with all seven step types require the Pinnacle plan. The dynamic logic engine is available on the Thrive and Pinnacle plans. Automation drips, which execute platform actions on a timed schedule rather than sending emails, require the Pinnacle plan. Generator types are unlimited across all plans with no caps on how frequently they fire.

What businesses benefit most from SuiteDash automation?

Any service business with repeatable client workflows benefits from built-in automation. Agencies onboarding new clients use auto-templates to deploy projects, contracts, and billing in three clicks. Coaches use FLOWs to guide clients through intake processes. Accounting firms use the logic engine to trigger renewal reminders based on fiscal year dates. The common thread is replacing manual multi-step processes with automated sequences that fire across CRM, billing, projects, and communication simultaneously.

Automation Suite & Logic Engine

Connect the work your team already does, so each Client handoff happens at the right time and under the right conditions.

Turn Deal changes, Form submissions, FLOW steps, payments, and Project milestones into configured actions. Send messages, assign work, update records, and reuse Auto-Templates with IF/THEN logic.

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Operator reviews an automation sequence in a Lumen-branded workspace

Start with the event that matters

Put the next action where the work happens. A Deal moving through a pipeline, a Project or Phase finishing, and a FLOW step completing can each become a trigger for the handoff you define.

No-Code Automations available from a SuiteDash Deal

Move a Deal to a new Stage and trigger its assigned Automations

Run Automations when Projects or Phases complete

Continue an On-Boarding or On-Demand FLOW after a Step

Choose the actions available at each trigger point

Choose the work that follows

Stack the actions that make the handoff complete. Notify a Client or Staff member, assign a FLOW, create a Project, update a Circle, or set a Custom Field value without maintaining a second client list.

A configured SuiteDash Automation sequence with SMS and Circle actions

Send email or SMS to the right person

Assign an On-Demand FLOW or apply a Project Generator

Update Tags, Circles, Coordinators, or Custom Fields

Chain multiple actions in one configured sequence

Reuse the sequence with Auto-Templates

Build an Automation set once, then apply it from a supported workflow or trigger it manually for a Contact, Company, Circle, or selected group. Your team can repeat the process without rebuilding each action.

Save a sequence for CRM Targets or Staff Targets

Use a saved template at a Configure Automations point

Trigger a template manually for one or many Targets

Keep the actions you already configured when adding a template

Add IF/THEN logic to the handoff

Auto-Template Trigger Logic checks your chosen conditions before the prepared Automation set executes. Target Custom Fields, dates, selected people, and Circles can determine who qualifies and when.

Use Custom Field values in IF conditions

Check a specific, yearly, or Custom Field-based date

Limit logic to selected Contacts, Companies, or Circles

Add more than one IF condition to a template

Schedule what should happen later

Some work starts with a change of status; other work belongs on a date. Scheduled Automations use a Based-On Date you define for CRM or Staff Targets, including a date held in a Custom Field.

Schedule around the date a Target is added

Choose a specific future date or a Custom Field date

Configure the actions for CRM or Staff Targets

Combine schedules with event-triggered workflows

One Client journey, with the next step connected

A business process rarely ends at one screen. A sales handoff can begin onboarding; an onboarding step can prepare delivery; a completed Project can alert the next person. SuiteDash lets you configure those transitions in the same Platform that holds the Client, work, files, billing, and communication.

Start with one repeated handoff, build the actions it needs, then add conditional logic or a schedule when the process calls for it. Explore the Automation tools in the Help Center.