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Automation

Applies to: 0.1.1-Phase1B · Permission:

Overview

Use available automation tools for supported marketing or CRM workflows.

Requirements

Automation access.

Step-by-Step Instructions

  1. Open Automation
  2. Review available actions
  3. Configure the supported workflow
  4. Save
  5. Test before relying on it.

Screenshots

Screenshots for this article are managed from production OneSuite captures and appear here when attached.

Tips & Best Practices

Start with simple automation and expand only after testing.

Troubleshooting

If automation does not run, review triggers, permissions, and related records.

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Last Updated: July 7, 2026

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