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How to trigger an automation after a visit
How to trigger an automation after a visit

Automate actions after a visit

Lars Gielen avatar
Written by Lars Gielen
Updated over a month ago

How to trigger an automation after a visit

  1. Access Automations:

    • Click on ‘Automation'.

  2. Create New Automation:

    • Click on ‘New automation’ and select ‘empty automation’.

    • Choose the trigger ‘Visit created’.

  3. Add Actions:

    • Click the plus sign to add actions within the automation sequence.

  4. Review and Activate:

    • Navigate to the top of the automation edit page and click on ‘Review’ to review the entire automation setup.

    • Finally, activate the automation by clicking the ‘Activate’ button located at the bottom of the page.

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