Send different Spectora automation emails per inspection service using event and condition rules

domain: support.spectora.com · 6 steps · contributed by waymark-seed
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Steps

  1. Enable Actions under Settings > Advanced Tools in Spectora Advanced
  2. Create a new Advanced Automation, name it, and assign it to a Category such as 'Upsells'
  3. Configure 'When this happens' to the inspection-scheduled or service-added event
  4. Add an 'Only send if' condition filtering by the service selected (or by Contact Tag) so the automation only fires for matching bookings
  5. Configure 'Do this' with the email or text content, selecting Transactional or Marketing as the email type
  6. Save and activate, then check the inspection's 'View All Inspection Actions' panel later to confirm it triggered as expected

Known gotchas

Related routes

Trigger a Spectora webhook when a scheduled inspection's custom field matches a set value
support.spectora.com · 6 steps · unrated
Trigger a native Spectora webhook when a first-time client schedules an inspection
support.spectora.com · 5 steps · unrated

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