Creating and configuring automations

Create an automation

1. Go to Partner Center → Automations → My automations.
2. Click Create automation (top right).
3. Choose a template or start with a blank canvas.
4. Add a name and optional description.
5. Add your trigger — the event that starts the workflow.
6. Add actions — the steps that run when the trigger fires.
7. Toggle the automation On when you're ready.

Go deeper

Want to see this built end to end? Put your workforce on autopilot pairs a CRM smart list with this exact trigger to run a real automation on its own.

Settings

Open an automation and click Settings in the left menu. Settings are organized into five tabs.

Overview

Entry settings and error handling — how often and how reliably your automation runs

Goal

Define a success condition that ends the run early when met

Timezone

Set the timezone for schedules, delays, and activity timestamps

Notifications

Get alerted via email and in-app when automations encounter issues

Advanced

Manage permissions and authorization for the automation

Overview

Entry settings

Controls how often the automation runs per account.

Setting	Behavior	Use when
Only once per account	Runs one time per account, ever. That account is excluded from all future runs.	One-time onboarding, welcome sequences
One at a time per account	Prevents concurrent runs. A second trigger is dropped while a run is in progress. New triggers start normally after the first run completes.	Overlapping runs would cause duplicate actions
Multiple times per account	Runs every time trigger conditions are met, no limits.	Ongoing notifications, recurring tasks

warning

One at a time per account does not mean "run once." It only prevents two runs from overlapping. After the first run finishes, new triggers start fresh runs. To run only once ever, use Only once per account.

Error handling

Controls what happens when a step fails.

Setting	Behavior
Ignore the error and continue	Logs an error (viewable in Activity) and moves to the next step
Stop that specific automation run	Stops the run for that account. You can resume from any step in the Activity section

Goal

Define a success condition. When the goal is met, the run ends early with a Completed from goal status instead of running through all remaining steps.

1. Go to Settings then Goal.
2. Define the condition that counts as success.
3. Save.

Timezone

Set the timezone for time-based steps and scheduling. This affects:

• When On a schedule triggers fire
• When Delay steps calculate wait periods
• How timestamps appear in the Activity tab

To set the timezone, go to the automation's Settings tab and select Timezone. Timezones in the list are sorted by UTC offset. Your browser-detected timezone appears at the top of the list for quick selection, in addition to its place in the full list. Go to Settings then Timezone and select your timezone.

Notifications

Get alerted when automations encounter issues.

1. Go to Settings then Notifications.
2. Choose which events trigger a notification (e.g., errors, completion).
3. Select who receives the notifications.

Notifications are sent via email and in-app alerts.

Advanced

Permissions

An automation runs on behalf of whoever turned it on. If that person's access changes — deactivated, role changed, or consent revoked — the automation stops processing new triggers.

To fix this:

1. Open the automation and go to Settings then Advanced.
2. Click Transfer Permissions.
3. Sign in and approve the requested access.

See Fixing "Automation requires valid permissions" for full troubleshooting steps.

Manage your automations

Duplicate

Copy an existing automation to use as a starting point

Market scope

Restrict automations to specific markets using trigger conditions

Tags

Group automations into categories and filter them quickly

Turn off

Stop or drain an automation — choose what happens to in-progress runs

Duplicate an automation

Copy an existing automation to use as a starting point.

note

Duplicated automations are off by default. Turn it on when you're ready. If you have markets enabled, the copy is scoped to all markets regardless of the original.

From the Automations list:

1. Find the automation in the table and click the menu icon at the end of the row.
2. Click Duplicate.

From inside an automation:

1. Click the menu icon in the top right corner.
2. Click Duplicate.

Market scope

Automations apply to all markets by default. To restrict to a specific market, add a condition to the trigger:

1. In the trigger step, click Add conditions for starting this automation.
2. Set Condition type to Account data.
3. Select Market then Is then choose the market.
4. Save.

To target multiple markets, add additional market conditions using OR logic.

Organize with tags

Add tags to group automations into categories and find them faster.

Action	How to
Add tags	Open an automation, click Edit Details, enter tags in the Tags field, press Enter, then Save
Remove tags	Open Edit Details, click the X on the tag, then Save
Filter by tag	On the Automations list, click the Filter icon and select a tag

Turn off an automation

When you turn off an automation, choose between:

Option	What happens
Stop immediately	All scheduled steps are canceled right away
Drain	In-progress runs finish, but no new runs start

From the Automations list: Click the menu icon on the row, then Turn off.

From inside an automation: Toggle from On to Off.

warning

Stopping without drain cancels all scheduled steps permanently. They will not resume if the automation is turned back on. For example, emails scheduled for the next 5 days will be canceled.