Create a new automation

Looking for ways to get started with automations? You can choose to build a new workflow from scratch or from a pre-built template.

Browse our collection of workflows, install them with a few easy clicks, and customize them to suit your business.




Here are the general steps for creating new automation.

1. Choose a template

From Partner Center > Automations, click Create Automation. There, you'll see a list of pre-built templates. Click on a template name to view more information and see a preview of the workflow (this can be customized later). Click Use this template to add it to your automation.

If you have multiple markets, you will be prompted to select which market you want this automation to be created for.




2. Add or edit the trigger 

If you chose the Blank template, the first thing you'll need to do is select a Trigger event from the list of options. When this event happens, the automation will start.

You can edit or remove an existing trigger by clicking on the trigger in the workflow, then clicking on the Edit or Remove icons in the right sidebar.

For more information about triggers, view: Automation triggers




3. Add or edit steps

If you chose the Blank template, you'll need to add the steps you want the automation to perform. You can choose between action steps and building block steps, which include if/else branches and delays. All automation workflows need at least one step.

If you chose another template, you may need to fill in some steps with information specific to your business. For example, you may need to select specific lists to add accounts to, campaigns to send, or salespeople to assign. You may also want to review and customize the notification messages.




To delete an existing step, click on the step in the workflow and then click Delete in the right sidebar.

For more information about steps, view: Automation steps

4. Configure settings

In the Settings tab, you can set whether the automation should run once or multiple times for each account that flows through. It's important to set this setting properly in case the trigger event happens often for the same account.

For more information about settings, view: Automation settings


5. Turn it on

Once you're done building your automation, switch it to On using the toggle in the top right corner. Now the platform will start working for you!

6. Track activity

Once an Automation is on, monitor its activity in the Activity tab. When the platform performs a workflow action, you'll see it appear in this table. 

For more information about tracking activity, view: Automation activity




Create a new automation

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