Help Center
How can we help? 👋
Automations
Automations
Intro to Automations
Introduction to Automations
Creating an Automation
Create a new automation.
Managing Automations
How to manage and edit existing automations.
Multi-Action Automations
Perform multiple action automations with the same conditions.
How to Create an Email Automation
Automate your communications!
How to Create an Annual Automation
Send annual emails to contacts using this automation set up.
Using Test Mode for Automations
Test automations before setting them live.
Auto-Assignment Rules
Use assignment rules to fairly divvy up the work between your teammates.