Automations Made Easy with Templates
You can now jumpstart your Automations setup with ready-to-use templates. Browse from pre-built examples organized by record type, including Issues, Purchase Orders, and Work Orders.
Each template includes triggers, actions, and the ability to tailor conditions. You can apply a template as-is or customize it to fit your exact workflow. For example, select the “Update Issue To Critical When Issue Contains Low Engine Oil Pressure,” and add an extra action that assigns it to your lead technician.
Available to Professional, Premium, and Enterprise [Legacy] plans.