⚙️ Setting Up a New Automation
Follow these steps to create and configure a new automation in your system:
🧭 1. Navigate to Automations
Go to Marketing → Automations in your menu.
✨ 2. Create a New Automation
Click “New Automation” ➕ to start building your automation.
🏷️ 3. Name and Define the Trigger
Give your automation a clear, descriptive name.
Choose a Trigger Condition — this defines when and why the automation runs.
💡 Example: When a visit is added or an invoice is sent.
⚡ 4. Choose the Action
Select the Action — what should happen when the trigger condition is met.
💬 For instance, send an email, create a task, or start another workflow.
🔁 5. Add an Optional Sub-Action
Decide what happens after the main automation completes:
🚫 Do nothing
🔄 Run another automation
⏹️ Stop automation
✅ 6. Enable Review Before Execution (Optional)
Check “Review Before Execution” ☑️ if you want to approve or reject automations before they run.
📝 7. Finalize and Save
Review all details carefully.
Add any helpful notes or tags 🏷️ for organization.
Click “Add Automation” 💾 to save and activate it.