Skip to main content

Partner-made automation templates

Watch the video tutorial​

What are partner-made automation templates?​

Streamline Your Workflow with Reusable Automation Templates! By creating templates you can empower your clients to leverage pre-built automation structures. You and your clients can easily customize the automations from the templates to save time, and standardize workflows.

How to build an automation template​

Step 1 - Navigate to Partner Center > Automations > Templates > Manage Client Templates.

Manage Client Templates menu option

OR

Navigate to Partner Center > Administration > Customize Business App.

Step 2 - Click on the Automations tab, and then select Templates.

Automations tab with Templates option

Step 3 - Click Create, or choose an existing template to update (Please note that you will not be able to update the Vendasta-made templates that have the "Platform" tag).

Create button for templates

Step 4 - Create an automation.

Step 5 - Use the toggle on the top right-hand side of the page to publish the template.

Publish toggle for templates

Please note: These templates are strictly for your clients, and your clients will not be able to create templates for themselves.