Help/Automations/All articles

Automation Templates

Automation Templates

Templates are ready-made automations you can use as a starting point instead of building from scratch.

Common tasks

  1. Open Templates from the left navigation under Automations.
  2. Browse the available templates.
  3. Pick one and customize it for your needs.
  4. Turn on your new automation.

Tips

Still stuck? Talk to a human.

Our team answers support messages within one business day, often much sooner.

Talk to salesContact us