Set Up a New Automation

Go to Marketing → Automations.

Click the “New Automation” button.

Enter a name for your new automation.

Select your Trigger Condition — this is what initiates the automation. Ranging from basic functions such as when an invoice is to customer reviews.

Select the Action that will occur when the trigger condition is met.

Here you can select options for emailing, texting, addition and subtraction of tags, and notification reminders.

Choose what happens after the automation completes:

Check the “Review Before Execution” box if you want to approve or reject automations before they run.

Review your selections.

Add any necessary notes or tags.

Click “Add Automation” to save and activate it.