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Automations - Product News

Set up automations that create a task, send an email, move a record on or change its status when something happens.

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  • Automations. Settings > Automations lists your automations. Each one has a trigger (When), conditions (If) and ordered actions (Do), each action with an optional delay in hours or days. Test a draft against a real record before you activate it: nothing is created or sent. See Automations.