Getting started with automation
You can find the Automation feature in the top right corner after clicking on your name.
If you do not have Automation enabled, then you will not see this feature. To enable it, you need to speak to your CRM account administrator.
Creating an automation
You can create a new automation in two ways. Either by using one of the available templates or by creating your own custom automation.
To make creating automations easier, you can take inspiration from one of our pre-made templates with examples. The number of available templates may vary depending on the number of enabled or disabled add-ons or record types (Project, Quote, and Sales Order).
It is possible to add more conditions and actions to each template. You can leave the template name as is or change it to whatever you want. The modified template is then saved as a new automation, which you can find under the Automation overview tab.
TIP: For detailed instructions on how to create automations from a template, see this article.
To create a new automation, click the green Create New Automation button in the top right corner. A dialog box will appear in which you can select the record type in which the automation will begin. In the What will happen field, selecting the automation trigger, i.e., what needs to happen for the automation to start. Confirm your selection with the Start Building button. This will take you to the automation editor, where you can start building your own custom automation step by step.
A custom automation can be built from all record types except Products and Price Lists. The exceptions are Quotes, Sales Orders and Projects, which will only appear if you have them enabled in Settings.
Tip: Before you start creating the first steps of the automation, we recommend reading the following articles that describe what an automation consists of. In the Automation Rules section, you will find articles on the automation trigger, condition, and action.