Automations

Every Revamp365 automation is three parts in sequence: one trigger that starts it, an optional filter that decides which records continue, and one or more action steps that run in order. Open Automati...

Automations in Revamp365 run a sequence of actions automatically whenever an event fires on a contact or deal — for example, texting a lead the moment their status changes. Every automation is built f...

When an automation does not do what you expect, the Logs tab on the Automations page is where you diagnose it. Every enrollment and every step it ran is recorded with a status, timestamps, an error me...