What is automation in Easify?

Automation allows users to define workflows that execute actions when specific conditions are met. It eliminates the need for manual intervention and improves efficiency.

For example, a user can set up an automation like:

• Trigger:  When a contact is added to the “VIP Customers” group.

• Action:  Send a welcome SMS or email.

Note:

• The automation must be in a Running state at the time the trigger event occurs. If automation is in a Paused, Draft, or Hold state, it will not execute.

• If the required credits to run the automation are insufficient, the automation will automatically change its status to Hold, and it will not process any further actions. You can manually resume the automation later.