Automation Templates
Documentation Team
Updated 1 months ago
What are automation templates?
Automation templates will allow you to save time and streamline workflows! You can create your own, or use a pre-made template.
How do automation templates work?
Step 1 – Navigate to Business App > My Business > Automations.
Step 2 – Click on Create Automation. Here you will see all available templates, or you can go ahead and create your own.
This feature is available to all Business App users!
Articles in this section
- Available Automations Triggers
- Web Chat Lead Engagement Workflow Recipe
- Web Chat Lead Notification Workflow Recipe
- Automation Templates
- Update Company trigger in Automations
- Send SMS via Automations in Inbox
- Send Plain Text Emails via Business App Automations in Inbox
- Trigger an Automation using Zapier
