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Add points automatically during an automation.

How to add points through an automation

How to trigger an automation after a visit

Activate a contact automation after a certain number of points are reached.

How to start an automation after a specific point threshold

Assign a value to a contact attribute during an automated flow.

How to set a contact attribute through an automation

Miles Zunker

A guide to creating and managing automations

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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