New automation triggers and actions for quotes, contracts, cards and account
You can now build automations that fire when a quote or contract is created, sent, viewed or accepted, when a contract is expiring soon, when a digital…
New feature · Essentials ·
You can now build automations that fire when a quote or contract is created, sent, viewed or accepted, when a contract is expiring soon, when a digital business card is viewed, or when an account's health score changes. New actions let an automation send a proposal or log an activity automatically.
September 2026 · Releases & improvements
Published websites go live with their title and description · Fix the AI Builder prompt box not appearing, and duplicate pipelines
Essentials
- Due dates now agree on Home, calendars and dashboards too
- Your booking link is now right in the calendar's top bar
- Chat notifications open the conversation
- Overdue and reminders now agree with your task lists
- Meetings is now in the More menu on phones
- Edit or delete a whole repeating Google meeting at once
