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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Create a New Automation

  1. Click Automations.

  1. Click the + Create button.

  1. Write the name for your automation. Then, select the Client Account.

    Next, choose the Trigger (Form Submitted/Birthday/Webhook, etc. ) to start the automation & click Create Automation.

You will be directed to automation setup.

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