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Automations overview

Automations help you automate sales and marketing processes. Define workflows in the builder so that when a trigger happens, the platform runs your chosen actions—for example, "When a new client is added, assign a salesperson to the account."

An automation workflow is a set of instructions: when this trigger happens, then perform this action.

What's in this section​

What you can do with automations​

Welcome new clients​

When an account is created, send a welcome email campaign, assign a salesperson, and create a task for the salesperson to connect with the client.

Drive product upgrades​

When a client activates a Standard product, send an email campaign about Pro edition benefits, log activity in Sales & Success Center, and notify your team when they open or click.

Keep track of failed payments​

When a customer has a failed payment, receive a notification so you can follow up quickly.

Automation workflow example

Understanding automation triggers​

Triggers are the events that start a workflow. Some are ready to use (e.g. An account is created). Others need trigger options—for example, A sales order status is changed requires you to set the order origin and the status it changes to.

Trigger options example

Trigger conditions​

Conditions filter when the workflow runs. You can filter on tags, salespeople, account location, account categories, active products, and more. When you add multiple conditions, choose AND or OR:

  • OR – The trigger runs when any condition in the group is met.
  • AND – The trigger runs only when all conditions in the group are met.

Trigger conditions example

Creating your first automation​

  1. In Business App go to Settings → Automations.
  2. Click Create (top right).
  3. Enter Name, optional Description, and Status (on/off).
  4. Define the trigger (When) and optional conditions (If).
  5. Set up the action that runs when the trigger and conditions are met.
  6. Review and click Create Automation.

The automation runs whenever the trigger conditions are met (if it's turned on).

Create button in Automations section

Enter automation details

Define trigger

Set up action

Create automation button

Available triggers and actions​

What you see depends on your Vendasta subscription. Common examples:

Common triggers: Order created, new lead added, product reaches a certain status, task completed, account created, user active in Business App, campaign email opened or clicked.

Common actions: Create a task, send an email, create a note, update a record, assign a salesperson, start an email campaign, add account to a list.

See Automation Triggers Reference and Automation Steps Reference for full lists.

Best practices​

  • Start simple – Build and test simple automations before complex workflows.
  • Use clear names – So your team understands each automation's purpose.
  • Monitor regularly – Check that automations are running as expected.
  • Consider impact – Think through how automations affect the rest of your workflow.
  • Test first – Run with a small group before enabling for all accounts.

Next steps​

Create an Automation (Partner Center)