Manage and Troubleshoot Automations
Automation list
Section titled “Automation list”Open Automations to review rule name, trigger, enabled state, run count, last run, and recent result.
Automations manage access is required to modify rules. View access permits the supported read-only surfaces; record visibility still applies.
Enable or pause a rule
Section titled “Enable or pause a rule”Disable a rule before making substantial changes. Enabling a rule affects future matching events; it does not replay old lead activity.
Duplicate instead of rebuilding
Section titled “Duplicate instead of rebuilding”Duplicate a tested rule when another workflow needs similar logic. Change the name, conditions, and ownership targets before enabling the copy.
Run logs
Section titled “Run logs”Open the logs for a rule to review durable automation audit entries. The dialog loads recent records first and can load more in batches.
A log helps answer:
- Which lead and event started the evaluation?
- Did conditions match?
- Which actions succeeded or failed?
- Was the rule enabled at that time?
Execution history and recovery
Section titled “Execution history and recovery”Open Execution history from Automations to inspect lead and form events and their outcomes. Call events remain in their individual rule logs.
- Find the event and read the reported result or error.
- Correct the underlying issue before trying again.
- Use Retry only when offered for an eligible failed event. The saved rules run again; review the confirmation before continuing.
- Use Cancel event only when that event should not run. Later events for the lead can continue.
Recovery controls depend on your permissions and the event’s status. Cancelling an event is different from disabling a rule, and neither reverses earlier successful actions.
Delete carefully
Section titled “Delete carefully”Deleting a rule stops future evaluations. It does not reverse stage changes, assignments, tasks, follow-ups, notes, or notifications already created by earlier runs.
Use bulk deletion only after filtering and reviewing the selected rules.
Common checks
Section titled “Common checks”| Problem | Check |
|---|---|
| Rule never runs | Enabled state and actual event type |
| Conditions never pass | Field values, operators, and AND/OR structure |
| Wrong owner is assigned | Owner conditions and assignment target |
| Actions repeat | Overlapping rules or a broad Lead Updated trigger |
| Form rule does not run | Whether the intake resolved to a native form context |
| Logs are unavailable | Ask an Admin to confirm the workspace is fully updated |
Scheduled reminder problems should be investigated in Notifications, Tasks, or Follow-ups—not as an automation trigger issue.