9 docs tagged with "automations"

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

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

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.