Automations & Tasks
Build follow-up workflows and keep work moving.
8 articles
What Is an Action Plan?
Understand triggers, steps, conditions, and enrollments.
automationaction-plansworkflow
Choose an Action-Plan Trigger
Start a workflow from the right customer or CRM event.
automationtriggerconditions
Build Action-Plan Steps and Delays
Arrange safe, understandable follow-up actions.
automationstepsdelay
Test and Activate an Action Plan
Validate a workflow before it reaches real contacts.
automationtestactivate
Pause or Stop Automated Follow-Up
Prevent future steps when a plan should no longer continue.
automationpausestop
Legacy Drip Sequences
Understand older drip campaigns and when to use Action Plans.
dripdrip-sequenceemail
Create and Complete Tasks
Schedule follow-up with a date, owner, and contact context.
tasksremindersdue-date
Why an Automation Step Did Not Run
Check enrollment, timing, conditions, eligibility, and status.
automationfailednot-run