Manually trigger an automation

Most automations are triggered automatically as soon as an event happens. However, you may want to create a workflow that only runs when you want it to. In this case, you can set up manual automation. 

This process involves 2 steps: Setting up the automation and starting the automation for an account. 

Set up the automation

To set up manual automation:

1. Go to Partner Center Automations

2. Click Create automation.

3. Select a Template. (select Market if applicable)

4. Choose the It's triggered manually trigger. 

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5. If salespeople should be able to start the automation, select Allow salespeople to run this automation. Then click Save.

6. Add the remaining workflow steps. 

7. In the Settings tab > Entry settings, select Multiple times per account. This allows your automation to run multiple times for the same account when prompted.

8. Turn on the automation.

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Start the automation

Once the automation is turned on, you can start it for either individual accounts or all accounts from a list.

To trigger the automation for a single account:

  1. Go to Partner Center Businesses Accounts. Select the account you want to start the automation for. 

  2. In the Automations section, click Start Manual Automation.

  3. Select the automation. 

  4. Click Start.

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To trigger the automation to run for all accounts from a list:

  1. Go to Partner Center Businesses > Lists. Select the list you want to start the automation for.
  2. From the list page, select Actions > Trigger Automation
  3. Select the automation.

  4. Click Start.

Create an automation

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