Automation
Build workflows to automate lead processing, notifications, and more.
Automations Overview
Learn what automations are, how they're triggered, and how to use the visual builder to automate lead processing in {{APP_NAME}}.
Actions Reference
A complete reference of all automation actions in {{APP_NAME}}: Email, SMS, Webhook, Update Fields, Change Stage, Assign User, Delay, Filter, Path, Format, Distribution, and Delete Lead.
Branching with Filter & Path
Learn how to use Filter and Path actions to create conditional branches in your automations. Route leads down different paths based on field values and conditions.
Step Outputs & Variables
Reference previous step outputs in later automation actions. Learn the variable syntax and how to use lead fields, step results, and dynamic values.
Automation Logs
View automation execution logs, debug failed steps, and retry failed actions. Learn how to troubleshoot automation issues in {{APP_NAME}}.