Message & Automation templates

Trustmary teamTrustmary team
Last edited: March 30th, 2023

Building automations and writing messages just got a lot easier!

You can now select a template (for example six-monthly or quarterly) when creating an automation. This means you only need to “plug in” the right forms and messages to the automation, and you’re up and running.

Also, you don’t even necessarily need to write your own messages; just use our message templates! Check out our messages and automations from the links below.

Trustmary team
Trustmary team


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