- Help Center
- Automations
Where do I find my Automations?
To access your Automations:
- Click on your Profile Icon or initials in the top right corner
- Select Settings from the drop-down menu
- Within the Settings menu on the left, open the Automation tab
From here, you'll see an overview of your Automation Rules:
- The Name of your Automation and its Triggering Record
- Check the box in this column to indicate the Automation is Active. Uncheck the box to Deactivate it.
- The Conditions that your Automation obeys
- Actions are what the Automation is being told to do
If you already have Automation Rules set up, you can duplicate one by clicking on the 3 dots to the right of the Rule title and selecting "Duplicate" from the menu.
To add a new Rule, click on the blue +Add rule button located at the top right.
Note: when duplicating a Rule, you'll have the opportunity to make changes as needed before saving it; however, the type of Automation will remain the same.
For example, a Time-Based type cannot be changed to an Event-Based and vice versa.