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Built-in automations

Built-in automations are pre-built workflows provided by Vendasta. They handle common platform tasks automatically — no setup required. You can enable or disable them, but you cannot edit them directly.

How built-in automations work​

  • Enabled by default — new partner accounts have all built-in automations turned on. You only need to take action if you want to disable one.
  • Read-only workflows — click a built-in automation's name to view its trigger and steps, but you cannot modify them.
  • Duplicate to customize — if you need a version you can edit, duplicate the built-in automation. The copy becomes a regular automation in My automations that you fully control.
  • Scoped to your account — enabling or disabling a built-in automation only affects your partner account or the specific account group you're managing.

Manage built-in automations​

  1. In Partner Center, go to Automations.
  2. Select the Built-in automations tab. The tab appears only when there are built-in automations available.
  3. Review each built-in automation in the table. Use the tooltip on the tab to learn what built-in automations are and what actions you can take.
  4. Use the toggle on each row to enable or disable it.

The tab shows this message: "Your provider set these up and keeps them updated. Turn one on, or duplicate it to make your own."

Enable a built-in automation​

Flip the toggle to on. The automation starts processing trigger events immediately.

Disable a built-in automation​

  1. Flip the toggle to off.
  2. A confirmation dialog appears: "Turn off [automation name]?"
  3. Click Turn off to confirm, or Cancel to keep it enabled.

Once disabled, the automation stops processing new trigger events. Any runs already in progress will complete.

Duplicating a built-in automation​

If a built-in automation does most of what you need but requires changes, duplicate it:

  1. Click the built-in automation's name to open its workflow view.
  2. From the More actions menu, select Duplicate.
  3. The copy appears in My automations as a regular automation you can edit, rename, and configure.
  4. Optionally disable the original built-in automation if you only want your customized version running.