Create an automation from a template or start with a blank workflow. Then give it a clear identity and configure its basic settings before adding detailed triggers and actions.
Create from a template #
- Open Automations.
- Open the flow-template area.
- Select a template and review its trigger and actions.
- Select Use template or the matching button.
- Enter a clear automation name.
- Review the copied settings and save the automation.
Create from scratch #
- Open Automations.
- Select Create automation or the matching button.
- Choose the blank or from-scratch option.
- Enter a clear name and description.
- Save the new automation.
- Continue to configure its trigger and actions.
Configure the basic settings #
Review the automation name, description, status, workspace or lead scope, and any other settings shown on the configuration screen. Use a name that explains both the event and the result, such as Notify sales team when a qualified lead arrives.
Do not enable the automation yet if its trigger, conditions, actions, recipients, or external connections are not complete.
Save and continue #
Save after the basic settings are complete. Then open the trigger and action configuration. If PloverCRM shows validation messages, correct required fields before continuing.
