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Apply account template

Apply account template deploys an account template to the target account, applying AI assistants, CRM fields, automations, and more. The template runs asynchronously — the automation continues immediately without waiting for the template to finish deploying. This action is available on account-scoped triggers.

How it works​

  1. The automation reaches the step with an account in scope
  2. You select the account template to deploy
  3. The step triggers the template deployment asynchronously
  4. The automation continues to the next step immediately — deployment happens in the background

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Advanced, select Apply account template
  3. Configure the field:
FieldRequiredDescription
Account templateYesThe template to deploy to the account. Select from your available account templates.
tip

Use data passing for dynamic template selection — this lets you choose different templates based on trigger data or earlier step outputs.

Outputs​

This action produces no outputs available to downstream steps.

Tips​

  • Deployment is asynchronous — the automation does not wait for the template to finish. If downstream steps depend on resources created by the template (like AI assistants or automations), add a Delay step to allow time for deployment.