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