Creating automations

Learn how to create an automation:

• Mouse over “Settings” and select “Automations” in the menu.
• Then, select “Create a new automation” near the top of the page.
• On the next page, enter the Automation name.
• Select the actions you’d like to run when the automation is triggered.
  
  • Assign to a user
  • Attach note
  • Attach task
  • Attach group
  • Attach a [pipeline name]
• The automation will automatically be saved! Return to the Automations page to create additional automations.

Automations can also be triggered automatically by a pipeline status change. To set an automation to be automatically triggered by a status change, follow these additional steps:

• Mouse over “Settings” and select “Pipelines” in the menu.
• Then, select “Edit pipeline” below the desired pipeline name.
• Select the status that you’d like to trigger the automation.
• In the dialog that opens, select “Run an automation when a contact enters this status” near the bottom.
• Then, select from your existing automations, or choose the actions you’d like to run when the automation is triggered.
• Select “Save” to save your selected actions, and then choose “Save status.”
• Going forward, this automation will run automatically when the contact enters the selected status.