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Automation

Action

The concrete task executed by an automation once all defined conditions are satisfied.

How to use

Clearly specify the exact operation, such as creating a team task, posting an internal alert, or dispatching an approved message.

Example

Creating a consultation task assigned to Deniz upon lead entry is an automation action.

Not to be confused with

An action label does not mean the same operation is supported or configured identically across all channels.

Related concepts