5 guides
Automations
Triggers, actions, conditions, delays, and workflow monitoring.
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Automation OverviewWhat automations are, how the canvas builder works, and how to create your first automation.TriggersAll available trigger types organised by category: documents, signatures, payments, forms, contacts, records, and time-based.ActionsAll available action types: communication, documents, contacts, tags, integrations, and records.Conditions & DelaysBranching logic with conditions, delay types, and how to build decision trees.Run History & DebuggingMonitoring automation runs, viewing step-by-step logs, debugging failures, and understanding run statuses.