Overview
This automation runs when a vendor is moved to a different status — most usefully when one is blacklisted.
Blacklisting a vendor is rarely the end of the job. They may still be attached to live properties, and this automation makes sure someone deals with that rather than it being forgotten.
Steps
Part 1: Build the Automation
Step 1: Open your vendor status automations
Go to Automations.
Click Vendors.
Select Vendor Status Change.
Add an automation.
Step 2: Choose the status
Select the status that triggers the automation. The video uses Blacklisted.
Once a vendor is moved into that status, the automation runs.
Step 3: Set your timing
Choose your delay preference and default time zone, then click Save.
Step 4: Add a note or tag
Record why the vendor's status changed:
Add a note to the vendor profile
Add a tag
Step 5: Create the follow-up task
This is the important step for a blacklisted vendor.
If the vendor is tied to a property, someone needs to remove them from it. Add a task for your team to do that:
Select the task type, or click Add Type if none of the existing ones fit.
Select an assignee.
Set a task reminder if you want one.
Step 6: Add any other steps
You can also:
Notify team members
Stop other automations — either everything currently running on that vendor, or specific ones you select
Step 7: Save
Click Save.
Part 2: Test It
Step 8: Check the vendor first
Open a vendor and check their automations. There should be none running.
Step 9: Change the status
Move the vendor to Blacklisted.
Step 10: Confirm it ran
Check the vendor's automations again. Yours will show as triggered.
Click it to see the steps the system will take, along with the scheduled execution date and time.
Important Notes
Blacklisting a vendor does not remove them from properties. If they are attached to live work, someone has to take them off, which is why the task step matters.
Stopping other automations is worth including. A blacklisted vendor should not still be receiving messages from sequences set up earlier.
Adding a note or tag records why the vendor was blacklisted, which is useful later.
Task steps carry their own type, assignee, and reminder.
Troubleshooting
Your automation did not trigger
Check the status on the automation matches the status the vendor was moved into.
A blacklisted vendor is still attached to a property
That has to be done manually. The automation creates the task; someone still has to carry it out.
A blacklisted vendor is still being messaged
Add a stop other automations step so earlier sequences are cleared.
The task type you need is not listed
Click Add Type while setting up the task step.
You want to know when steps will run
Open the automation from the vendor record to see the scheduled execution date and time.
Summary
You built an automation for vendor status changes. You opened Automations, Vendors, and Vendor Status Change, and set it to trigger when a vendor is moved to Blacklisted. You added a note and tag to record the change, a task for your team to remove the vendor from any properties they are tied to, team notifications, and a step to stop other automations. You then tested it by blacklisting a vendor and confirmed the scheduled actions.