Tractable automations

Once you've integrated Tractable, you can streamline your operations by automating the process of sending customers the estimate once the Damage Assessment Tool is finished.

Here is a video to walk you through the process.

Example Automations:

#1 Automate the Tractable AI Estimate to be complete upon the customer completing the damage assessment tool.

Name: Create AI Estimate

Trigger: FLOW > Select flow: Damage Assessment Tool > Action: Flow completed

Action: Request AI estimate > Estimate provider: Tractable

#2 Automate the AI estimate to send out to the customer once completed.

Name: Send Customer AI Estimate

Trigger: AI Damage Assessment = Recieved

Action: Send Flow > Select flow: Sales Flow*, Send As: Text/Email

*Note: You will need to set up a Sales Flow first to use in the trigger. See instructions here: