Initial Automation Setup
Troubleshooting Automations: Step-by-Step Guide and Best Practices
When an automation doesn't perform as expected, it can often be traced back to a few core areas: entry conditions, automation setup, the specific actions within the automation, or the data on the contact or transaction. Step-by-Step Troubleshooting ...
Date-Based Automation Conditions
Date-based conditions are commonly used in automations to trigger actions like emails, texts, or task creation. While powerful, these conditions can behave differently than expected if they are not paired with additional date filters. This article ...
Update Field Action in Automations
The Update Field action allows you to automatically update fields on contacts, transactions, and related records directly within an automation. This provides more flexibility than the previous Update Status action by allowing updates across multiple ...