8 docs tagged with "automation"

How AI Capabilities work in AI Workforce: built-in and custom capabilities, prompts and tools, and how to test and optimize them for AI Employees.

Set up AI employees in Partner Center: the AI Workforce, the AI Capabilities that guide them, and the Knowledge Base they answer from.

How Partner Center Automations work: triggers, trigger options, AND/OR conditions, example workflows, and the steps to create your first automation.

Create custom CRM modules to track industry-specific data like equipment, properties, or vehicles alongside your contacts and companies. Supports bulk import, automations, smart lists, and API.

Configure default subscription billing for new accounts: payment collection, subscription renewal, scheduling, and the invoice memo.

Connect Vendasta to Zapier, set up triggers and actions, start Zaps from Automations webhooks, and fix common Zapier integration issues.

Refresh and save Snapshot Reports, understand their fees, add packages to report buttons, and use forms and campaigns to turn reports into leads.

Create reusable project templates and automate project generation when products are activated