Articles on: Accounts & Settings

Automations

To access the automations tab first click on the gear icon located on the upper right corner then click the link labeled “Automations” from the sub menu.

Once on the Automations page, start by clicking the button labeled “Create new workflow” on the upper right corner of the Automaitons screen.

If you don’t already have your email and sms connected you will be prompted to connect them. These connections will be used in the automation workflows to send clients emails and text messages automatically. For Twilio integrations for sms click here.

Updated on: 19/03/2025

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