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Go to the JobNimbus Toolbox
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Where Do I Find My Automations?

    Click on the three lines in the top left corner and choose Settings from the dropdown menu, then select the Automation tab.

    From here, you'll see an overview of your Automation Rules:

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    1. The Name of your Automation and its Triggering Record
    2. Check the box in this column to indicate the Automation is Active. Uncheck the box to Deactivate it.
    3. The Conditions that your Automation obeys
    4. Actions are what the Automation is being told to do

    If you already have an Automation set up, you can duplicate one by clicking on the 3 dots to the right of the title and selecting "Duplicate" from the menu.


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    To add a new Automation, click on the blue +Add Automation button located at the top right.


    Note: When duplicating an automation, 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.