Automation Management
Automation list
Go to Settings → Automations to see all your automations.
The list shows:
- Automation name
- Trigger type
- Enabled/disabled status
- Last run timestamp
- Number of times run (total)
Enabling and disabling
Toggle the switch next to any automation to turn it on or off.
Disabled automations will not fire, even if the trigger event occurs. Use this to pause an automation while testing or adjusting it, without deleting it.
Tip: When building a new automation, keep it disabled until you have tested it manually. This prevents unintended actions on real leads during setup.
Editing an automation
Click the automation name or the Edit button to open the builder.
You can change:
- The name
- The trigger and its settings
- Conditions
- Actions
Changes save immediately when you click Save Automation. If the automation is currently enabled, new events will use the updated logic.
Automation run logs
Click an automation → Run Log to see a history of recent executions.
Each log entry shows:
- When it ran
- Which lead triggered it
- Whether conditions passed or failed
- Which actions ran and their result (success / error)
Use the run log to diagnose why an automation is not behaving as expected.
Deleting an automation
Open the automation → Delete. This permanently removes the automation and all its run history.
Deletion does not reverse any actions that already ran (e.g., tasks or notes created by the automation remain on leads).
Automation ordering
Automations with the same trigger are evaluated in the order they appear in the list. Drag automations to reorder them.
If two automations with the same trigger both match the same lead, both will run unless you structure conditions to make them mutually exclusive.
Common issues
| Issue | Likely cause |
|---|---|
| Automation not firing | It may be disabled — check the toggle |
| Automation fires but actions do nothing | Conditions may not be matching — check the run log |
| Automation runs on the wrong leads | Conditions are too broad — add more specific filters |
| Scheduled automation not running | Background scheduler may be paused — check Settings → Integrations → Scheduler Status |