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.
Admin and Manager can modify rules. Sales and Staff have read-only access.
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?
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.