Where Do I Find My Automations?

To access your Automations:

  • Click on your Profile Icon or initials in the top right corner
  • Select Automation from the drop-down menu

You will be directed to the "Automations" tab in your account settings.

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.

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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.