Automations
Automations help you save time by doing repeated tasks for you
By Vaasu1 author6 articles
Automations OverviewAutomations help you turn repeatable work into repeatable systems.
Trigger NodesA trigger is the starting point of an automation.
Action NodesAction nodes are what make automations 'Do Something'
Condition NodesLearn how condition nodes help your automations make decisions based on answers, project details, and workflow data so the right next step happens at the right time.
Wait NodesWait nodes are useful when you don’t want everything to happen immediately. Instead of sending the next action right away, you can build in time between steps so the workflow…
Using Merge Tags in AutomationsLearn how merge tags personalize automations by pulling in dynamic details like client, project, and workflow information inside supported action fields.