Lawmatics

Automations

Automation Entry Conditions/Triggers

Multiple Entry Conditions

Using Shared Entry Rules in Automations

Exit Conditions

Automation Actions

Matter Vs. Contact Type Automations

Automation Statuses

Force Exiting from an Automation

Automation Folders

Activating and Deactivating Automations

Automation Troubleshooting

Learn the core building blocks of automations: triggers, actions, entry/exit conditions, and troubleshooting.

Automation Fundamentals

If Conditions (Branches)

Automation "Delay Until" Action

Date Field Based Automations

Appointment Based Automations

Using Delivery Windows in Automation

Use conditional logic, delays, and date-based triggers to control automation flow.

Logic & Timing

Drip Campaigns

Sending Automated Text Messages

How to Create a Website Lead Automation

How to Create a Review Request Automation

How to Automate Sending Engagement Agreements

Explore guides to common automations to save time and streamline follow-ups.

Common Automation Tutorials

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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