My automations

Build custom automation workflows that run when specific events happen in your Vendasta platform.

Set up

• Creating and configuring automations – Build and configure custom workflows
• Navigating the automation canvas – Step search, step references, and the minimap

Triggers and actions

• Automation triggers reference – All available triggers
• Time-based triggers – Run automations on a schedule
• Automation steps reference – All available actions and steps
• AI Actions – Summarize, categorize, analyze sentiment, and more with AI
• Step deep-dives – In-depth guides for specific steps

Advanced

• Advanced automation features – Logic steps, delays, grouping, action sets
• Data expressions – Extract and transform data between steps
• Bulk actions – Run automation-powered actions on demand from CRM views
• Trigger via Zapier – Connect to third-party systems