Suprata Suite · Intelligence & automation

Suprata Automate

Rules that do the routine work.

Suprata Automate runs your routine work with triggers, conditions and actions. A job closes, a payment arrives or an estimate is approved, and Suprata sends the message, creates the task or calls the webhook. No code is needed.

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Part of Suprata Suite Set up in minutes 4 help articles

What’s included

What Automate does

10 capabilities, connected to every other module in Suprata Suite.

Building a rule

6
  • A visual rule builder
  • Triggers such as job created, status changed, estimate approved and payment received
  • Conditions with AND and OR groups
  • Actions such as send email or text, change status, create a task, add a tag or call a webhook
  • Delays before an action runs
  • Re-check conditions before acting, and stop duplicates

Starting points

4
  • Appointment confirmations
  • Past-due nudges
  • Post-job follow-up and review requests
  • Status and run history for every automation

Screens

Automate at work

Screens from Suprata Suite with made-up sample customers. Click any screen to enlarge it.

The automation rule builder with a trigger, conditions and a webhook action
Automation actions that send a survey email and call a webhook

Help center

Learn Automate step by step

Plain-English guides from the Suprata help center, with the judgment calls that make setup go right the first time.

The Automation Builder in 90 Seconds What the automation engine actually is, when to use it instead of doing things manually, and the rough mental model for building your first workflow. Triggers and Actions — the Vocabulary The common triggers (job created, status changed, payment received) and actions (send email, change status, create task) you'll combine into… Three Automations Most Businesses Want on Day One The three starter automations almost every service business benefits from: appointment confirmations, past-due nudges, and post-job follow-up. With… The Communication Chain: From Confirmation to Review Request Every customer-facing message that fires automatically across an appointment's lifecycle — from confirmation through reminders through receipt to…

One platform

Part of something bigger

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability.

  • One record. Automate reads and writes the same customers, jobs and dollars as every other module.
  • Live numbers. Everything it does lands in dashboards and reports right away.
  • Room to grow. Rules, forms, workflows and reports can be customized as far as you need.
See the platform

Works hand in hand with

Suprata NotifyAutomatic confirmations, reminders and status updates to customers and staff. Suprata TasksA work queue for follow-ups, callbacks and renewals, plus help desk tickets with service levels. Suprata IntegrateQuickBooks Online and Xero, payment processors, a documented API, webhooks and an event feed. Suprata MessageTwo-way texting and email from the customer record, with templates, a shared inbox and quiet hours.

Suprata Suite

Get Automate tonight

See which plan includes Automate on the pricing page, or book a demo and we’ll walk you through it.

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Or call 888-494-4335