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Automation in general
Automation in general

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Automation in general (12)

Understanding automation

Modified on 20 Mar 2024
Automation of client accounts - building processes and workflow

Modified on 20 Mar 2024
How to add an action to a system trigger or customized trigger

Modified on 20 Mar 2024
How to create customized triggers

Modified on 20 Mar 2024
How to disable triggers and actions

Modified on 20 Mar 2024
How to view logs of actions that have run

Modified on 20 Mar 2024
How to edit an existing action

Modified on 20 Mar 2024
How to use customized triggers to create a library of default emails to be triggered from the tenancy screen

Modified on 20 Mar 2024
How to use reports to view all automated emails sent from system and custom triggers

Modified on 20 Mar 2024
How to duplicate the automation set up from one account to another

Modified on 20 Mar 2024

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