FieldCampWorkflow automation
Automate repeat work with triggers and actions. 5 articles
Workflow automation overviewLearn how FieldCamp workflows use triggers, conditions, delays, actions, and AI Agent steps, and understand the permissions and connections they require.Build and test workflowsCreate a FieldCamp workflow with record, schedule, or Inbox triggers; add object-specific actions and AI steps; then validate and run a safe test.Workflow templatesBrowse pre-built workflow templates for field service automation. Install and customize templates for invoicing, client updates, payment reminders, and more.Automation recipes and renewalsApply a FieldCamp automation recipe to a custom object to auto-extend recurring work, invoice for activation, and send customers a one-tap renew link.Workflow examples for common field service tasksBuild four practical FieldCamp workflows for completed jobs, new requests, unpaid invoices, and Inbox replies using the actions available in the workflow builder.