Partner-Made Automations Templates

What are Partner-Made Automation Templates?

Streamline Your Workflow with Reusable Automation Templates! By creating templates you can empower your clients to leverage pre-built automation structures. You and your clients can easily customize the automations from the templates to save time, and standardize workflows.

How to Build an Automation Template

Step 1 - Navigate to Partner Center > Administration > Customize Business App. 

Step 2 - Click on the Automations tab, and then select Templates

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Step 3 - Click Create, or choose an existing template to update (Please note that you will not be able to update the Vendasta-made templates that have the "Platform" tag).

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Step 4 - Create an automation.

Step 5 - Use the toggle on the top right-hand side of the page to publish the template.

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Please note: These templates are strictly for your clients, and your clients will not be able to create templates for themselves. 

 

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