15 docs tagged with "automations"

Create reusable account configurations and apply them automatically to new accounts at scale

Learn how to use the Analyze sentiment with AI action to detect customer tone and branch your automation based on positive, neutral, or negative sentiment.

Learn the fundamentals of automations, how to create them, and understand triggers and workflows in Vendasta's platform.

Trigger predefined automation actions directly from CRM views without setup or workflow creation.

Learn how to use the Categorize with AI action to automatically classify text into categories you define, creating branching paths in your automation.

Upload files to CRM and see auto-generated summaries to improve discoverability.

Learn how to use data expressions to extract and transform data between automation steps, enabling dynamic workflows that pass information from one step to the next.

Learn how to use the Find company action to search for an existing CRM company by field criteria and bring it into scope for downstream steps.

Learn how to use the Find custom object action to search for an existing custom object record by field criteria and bring it into scope for downstream steps.

Use the automation editor's canvas tools — step search, step references, and the minimap — to find your way around long or complex workflows.

Learn how to use the Send a prompt to AI action to send a text prompt to an AI model and use the response in later automation steps.

Learn how to use the Send a request to an AI employee action to send prompts to your AI employees and use their responses in automation workflows.

Learn how to use the Summarize with AI action to automatically condense text into a short, readable summary you can use in later automation steps.

Learn how to set up automations that run on a schedule - daily, weekly, or monthly - using the On a schedule trigger.

Step-by-step tutorial to build a lead generation form from the Lead generation template, add fields and sections, style with AI, connect automations, publish, and test.