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Run manually on an account

Run manually on an account allows you to start an automation on demand directly from an account detail page. Use this trigger for workflows that should only run when a team member explicitly initiates them — such as one-off outreach sequences, account audits, or processes that require human judgment before starting.

This trigger does not fire automatically. A team member must navigate to the account and trigger the run manually.

Trigger scope

This trigger operates at the account scope. Account and contact actions are available downstream.

How it works

  1. A team member opens an account detail page in Partner Center.
  2. They locate the automation in the account's automation panel and click Run.
  3. The workflow starts immediately with the account in context.
  4. Downstream steps can use Add dynamic content to reference account fields and contact details.

Available data

Standard account and contact fields are available via Add dynamic content once the automation starts.

info

Because this trigger is manual, no event-specific data (such as a triggering message or payment) is passed in. All available data comes from the account and its associated records at the time of the run.