MARKETING

Automations

Automations react to business events and perform CRM actions.

Run history Create automation

Outbound email is not sent. A send-email action is unavailable until a mail provider is configured.

Create automation

Steps are added with the fields below. Drag and drop is not required.

  1. Trigger
  2. Condition, if set. Otherwise every matching event continues.
  3. Yes: the actions below. No: the run completes without those actions.