190 docs tagged with "automations"

Create reusable account configurations and apply them automatically to new accounts at scale

Actions are the steps your automation performs after a trigger fires — understand action categories, scope rules, and how to build effective workflows.

Learn how to use the Activate a sales order action to activate an existing sales order and begin fulfillment.

Learn how to use the Activate express products action to activate a specific express product for an account.

Learn how to use the Activate product trials action to activate a product trial for an account.

Learn how to use the Activate products action to activate a product for an account in an automation.

Learn how to use the Activate products for the order action to activate products associated with a sales order.

Learn how to use the Add a note to the company action to log a note on a company record in an automation.

Learn how to use the Add a note to the contact action to log a note on a contact record in an automation.

Learn how to use the Add account to Task Manager action to activate Task Manager for an account so tasks can start generating.

Learn how to use the Add contact to Kixie powerlist action to add a contact to a Kixie powerlist for automated outreach calling.

Learn how to use the Add tags to account action to label an account with one or more tags for segmentation, reporting, and downstream filtering.

Learn how to use the Add tags to order action to label a sales order with one or more tags for tracking and filtering.

Learn how to use the Add the account to a list action to add an account to a named list during an automation run.

Learn how to use the Analyze sentiment with AI action to detect customer tone and branch your automation based on positive, neutral, or negative sentiment.

Learn how to use the Apply account template action to deploy an account template to the target account.

Learn how to use the Approve a sales order action to approve a pending sales order so it can proceed.

Learn how to use the Archive a sales order action to archive a sales order from active views.

Learn how to use the Assign a sales team action to randomly assign a salesperson from a selected team to an account.

Learn how to use the Assign a salesperson action to assign a specific salesperson (or one chosen randomly from a pool) to an account.

Learn how to use the Assign a company owner / salesperson action to set a team member as the owner of a CRM company record in an automation.

Learn how to use the Assign a contact owner / salesperson action to set a team member as the owner of a CRM contact record in an automation.

Learn how to use the Associate a company and contact action to link a company and contact record in the CRM.

Learn how to use the Associate custom object with activity action to link a custom object record to a CRM activity.

Learn the fundamentals of automations, how to create them, and understand triggers and workflows in Vendasta's platform.

Trigger predefined automation actions directly from CRM views without setup or workflow creation.

Learn how to use the Call an endpoint action to call an internal or external API endpoint and use the response in later steps.

Learn how to use the Categorize with AI action to automatically classify text into categories you define, creating branching paths in your automation.

Learn how to use the Charge an invoice action to automatically collect payment on a specific invoice.

Learn how to use the Close all sales opportunities action to close every open opportunity on an account.

Learn how to use the Close opportunity action to close a specific opportunity on an account.

Learn how to use the Copy email template action to copy an email template from one company to another.

Learn how to use the Create a company action to create a new company record in your CRM.

Learn how to use the Create a contact action to create a new contact record in your CRM.

Learn how to use the Create a CRM sales task for the company action to create a task on a company record.

Learn how to use the Create a CRM sales task for the contact action to create a task on a contact record.

Learn how to use the Create a custom object action to create a new custom object record in your CRM.

Learn how to use the Create a fulfillment project action to create a Task Manager project from a template.

Learn how to use the Create a fulfillment task action to create a task in Task Manager.

Learn how to use the Create a proposal action to automatically generate a sales proposal on an account.

Learn how to use the Create a sales opportunity action to create a CRM opportunity on an account with pipeline, stage, and custom field configuration.

Learn how to use the legacy Create a sales task action to create a sales task on an account.

Learn how to use the Create a Snapshot Report action to generate a Snapshot Report for an account or company.

Learn how to use the Create a user from a contact action to create a Business App user from an existing CRM contact.

Learn how to use the Create and activate a sales order action to create and immediately activate a sales order.

Upload files to CRM and see auto-generated summaries to improve discoverability.

Learn how to use data expressions to extract and transform data between automation steps, enabling dynamic workflows that pass information from one step to the next.

Learn how to use the Deactivate products action to deactivate one or more products for an account.

Learn how to use the Decline a sales order action to decline a pending sales order.

Learn how to use the Finalize an invoice action to lock a draft invoice for payment collection.

Learn how to use the Find company action to search for an existing CRM company by field criteria and bring it into scope for downstream steps.

Learn how to use the Find contact action to search for an existing CRM contact by field criteria and bring it into scope for downstream steps.

Learn how to use the Find custom object action to search for an existing custom object record by field criteria and bring it into scope for downstream steps.

Learn how to use the Format text action to transform a text value using formatting rules before passing it to another step.

Learn how to use the Get an opportunity action to retrieve an opportunity and bring it into scope for downstream steps.

Learn how to use the Get company from contact action to retrieve the company linked to the contact in scope.

Learn how to use the Get contact from company action to retrieve a contact linked to the company in scope.

Learn how to use the Get custom object from company action to retrieve a custom object record linked to a company.

Learn how to use the Get custom object from contact action to retrieve a custom object record linked to a contact.

Learn how to use the Get my team member action to retrieve a specific team member for use in later automation steps.

Learn how to use the Get open opportunities action to retrieve all open opportunities on an account.

Learn how to use the Get or create the associated account action to retrieve or create the account associated with a company.

Learn how to use the Get order data action to retrieve sales order data and bring it into scope.

Learn how to use the Get products' custom field data action to retrieve custom field data for an account's products.

Learn how to use the Get the associated company action to bring a company record into scope from an account-scoped trigger.

Group steps, save action sets, and integrate AI employees to build reusable automation patterns across your workflows.

Learn how to use the Log a call activity to the company action to record a call on a company's activity timeline.

Learn how to use the Log a call activity to the contact action to record a call on a contact's activity timeline.

Learn how to use the Log activity and hotness rating action to log a business activity and raise the account's hotness rating.

Control how your automation flows — branch with if/else, pause with delays, jump between steps, and end automations early.

Learn how to use the Make outbound call with an employee action to place an AI phone call to a contact.

Learn how to use the Modify a call activity for the company action to update an existing call activity on a company.

Learn how to use the Modify custom account data action to write or update custom data fields on an account.

Learn how to use the Modify custom product data action to write or update custom product data fields.

Learn how to use the Modify custom sales order data action to write or update custom data fields on a sales order.

Learn how to use the Modify custom user data action to write or update custom data fields on a user.

Use the automation editor's canvas tools — step search, step references, and the minimap — to find your way around long or complex workflows.

Learn how to use the Notify a digital agent action to send in-app and email notifications to a fulfillment agent in an automation.

Learn how to use the Notify a salesperson action to send in-app and email notifications to salespeople assigned to an account.

Learn how to use the Notify a user action to send in-app and email notifications to one or more users in an automation.

Learn how to use the Notify all account users action to send in-app and email notifications to every user on the account.

Learn how to use the Pause a campaign for the account action to stop an ongoing email campaign for an account.

Learn how to use the Pause a campaign for the user action to stop an ongoing email campaign for a user.

Learn how to use the Pause campaign for company action to stop an ongoing email campaign for a company.

Learn how to use the Pause campaign for contact action to stop an ongoing email campaign for a contact.

Learn how to use the Pause or cancel Task Manager account action to stop task generation for an account.

Learn how to use the Query opportunities action to search for opportunities based on filter criteria.

Learn how to use the Remove contact from Kixie powerlist action to remove a contact from a Kixie powerlist.

Learn how to use the Remove tags from account action to strip one or more tags from an account to keep segmentation accurate as accounts progress through stages.

Learn how to use the Remove tags from order action to strip one or more tags from a sales order.

Learn how to use the Remove the account from a list action to remove an account from a named list during an automation run.

Learn how to use the Reopen opportunity action to return a previously closed opportunity to an active pipeline stage.

Learn how to use the Send a Conversations message action to send a message to the account's Conversations inbox.

Learn how to use the Send a coupon action to send a coupon or discount code to an account or contact.

Learn how to use the Send a marketing email template to a company action to send a one-off marketing email.

Learn how to use the Send a marketing email template to a contact action to send a one-off marketing email.

Learn how to use the Send a plain text email via Gmail action to send an email from your connected Gmail account.

Learn how to use the Send a plain text email via Outlook action to send an email from your connected Outlook account.

Learn how to use the Send a prompt to AI action to send a text prompt to an AI model and use the response in later automation steps.

Learn how to use the Send a public system message action to send a system message visible to everyone on the account.

Learn how to use the Send a request to an AI employee action to send prompts to your AI employees and use their responses in automation workflows.

Learn how to use the Send a review request action to prompt a contact to leave a review on a connected platform.

Learn how to use the Send a webhook action to send an HTTP POST request with custom data to an external URL.

Learn how to use the Send a WhatsApp message action to send an approved WhatsApp template message to a contact.

Learn how to use the Send an email to users action to send a one-off email to all users on an account.

Learn how to use the Send an invoice action to email an invoice to the customer.

Learn how to use the Send an SMS message to a phone number action to send a text to any phone number.

Learn how to use the Send an SMS message via Conversations action to text a contact through your Conversations inbox.

Learn how to use the Set account lifecycle stage action to change an account's lifecycle stage to Lead, Prospect, or Customer.

Learn how to use the Start a campaign for the account action to enroll all users and contacts on an account in an email campaign.

Learn how to use the Start a campaign for the company action to enroll all contacts on a company in an email campaign.

Learn how to use the Start a campaign for the contact action to enroll a contact in an email campaign.

Learn how to use the Start a campaign for the user action to enroll a user in an email campaign.

Learn how to use the Start a Yesware campaign action to enroll a contact in a Yesware email sequence.

Learn how to use the Submit order for admin approval action to require admin sign-off before order activation.

Learn how to use the Submit order for customer approval action to send an order to the customer for confirmation.

Learn how to use the Summarize with AI action to automatically condense text into a short, readable summary you can use in later automation steps.

Learn how to set up automations that run on a schedule - daily, weekly, or monthly - using the On a schedule trigger.

Start an automation whenever a call is logged or updated on a company record in the CRM.

Start an automation when a call is logged or updated on a contact record.

Start an automation whenever a company is added to a specified CRM list.

Start an automation whenever a company record is created or any field on the record changes.

Start an automation whenever a company is removed from a specified CRM list.

Start an automation when a contact is added to a specified CRM list.

Start an automation when a contact record is created or any field on it changes.

Start an automation when a contact is removed from a specified CRM list.

Start an automation when a message is sent or received on an account in Conversations.

Start an automation whenever a CRM sales task is created or updated on a company record.

Start an automation when a sales task is created or updated on a contact record.

Start an automation whenever a sales task on a company record passes its due date without being completed.

Start an automation when a sales task on a contact passes its due date without being completed.

Start an automation whenever a form linked to a company is submitted.

Start an automation when a form linked to a contact is submitted.

Start an automation whenever a form is submitted by a contact associated with a company. Runs at the company scope.

Start an automation whenever a meeting activity is logged or updated on a company record in the CRM.

Start an automation when a meeting activity is logged or updated on a contact record.

Start an automation whenever a note is added or modified on a company record in the CRM.

Start an automation when a note is added or modified on a contact record.

Start an automation when a QuickBooks invoice event is detected for a contact.

Start an automation when a QuickBooks payment event is detected for a contact.

Start an automation when a QuickBooks sales receipt event is detected for a contact.

Start an automation when a sales activity is logged on an account.

Start an automation when a sales order is nearing its expiration date.

Start an automation when the status of a sales order changes on an account.

Start an automation when the status of a legacy sales task changes.

Start an automation when a salesperson is assigned to an account record.

Start an automation when a ServiceMonster invoice event is detected for a contact.

Start an automation when a Snapshot Report is generated or refreshed for an account.

Start an automation when a customer makes a payment, with options to filter on success, failure, or both.

Start an automation when an HTTP POST request arrives at the trigger's unique webhook URL.

Start an automation whenever an account is added to a list in Partner Center.

Start an automation whenever a new account is created in Partner Center.

Start an automation whenever custom data fields on an account are changed.

Start an automation whenever account details change in Partner Center.

Start an automation whenever a campaign email is opened or a CTA link is clicked.

Start an automation when an AI communication summary is generated for a contact.

Start an automation whenever an email activity is logged or updated on a company record in the CRM.

Start an automation when an email activity is logged or updated on a contact record.

Start an automation when an invoice status changes to past due on an account.

Start an automation when an opportunity is created, moves to a new stage, or is marked won or lost.

Start an automation when an API call invokes the trigger for a specific account.

Start an automation when an API call invokes the trigger for a specific order.

Start an automation when a wholesale cost is billed for a product on an account.

Start an automation whenever a custom object record is added to a list.

Start an automation whenever a custom object record is created or any of its fields are updated.

Start an automation whenever a custom object record is removed from a list.

Start an automation whenever a fulfillment project linked to a sales order changes status.

Start an automation whenever a Task Manager fulfillment project changes status.

Start an automation whenever a Task Manager task changes status.

Start an automation whenever a product is activated on an account.

Start an automation whenever a product is deactivated on an account.

Run an automation on demand from a company detail page.

Run an automation on demand from a contact detail page.

Run an automation on demand from an account detail page.

Run an automation on demand from an order detail page.

Start an automation whenever items are added to or removed from a shopping cart.

Start an automation whenever a comment is received on a connected social network post.

Start an automation whenever a user logs into or becomes active in Business App.

Start an automation whenever a user is added to an account in Partner Center.

Start an automation whenever a user sends a message or question through Business App.

Start an automation whenever a user views a package in Business App.

Start an automation whenever a user completes email verification for their Business App account.

Start an automation when Web Chat captures a new lead from a website visitor.

Triggers are the events that start your automations — understand trigger types, scoping, and how to choose the right trigger for your workflow.

Step-by-step tutorial to build a lead generation form from the Lead generation template, add fields and sections, style with AI, connect automations, publish, and test.

Learn how to use the Unassign salespeople action to remove all salesperson assignments from an account.

Learn how to use the Update company action to update fields on an existing CRM company record.

Learn how to use the Update contact action to update fields on an existing CRM contact record.

Learn how to use the Update custom object action to update fields on a custom object record in your CRM.

Learn how to use the Update opportunity stage action to move an opportunity to a different pipeline stage.