Automation

Set up rules that run actions automatically when events happen.

Automation is managed from BackOffice → Settings.

The full guide lives in the main Unlimited Automations section.

Use this page to understand where Automation fits in Settings. Then continue with the detailed articles under the main automation guide.

What you do in Settings

In Settings → Automation, you can:

• create and edit automations
• review existing automations in one overview
• test and troubleshoot automations through the notification log

In Accelerate, you can create two automations.

In Maximize, automations are unlimited.

You can also activate Unlimited Automations as a separate Power-Up.

Start here

• What is Unlimited Automations?
• Create a new automation in OutSmart
• Manage and monitor existing automations

Use cases by module

Continue with the module that matches your process:

• Automations for Work Orders
• Automations for Customer Portal
• Automations for Invoices, Quotations, and Contracts

Need ideas first? Start with Automation ideas for OutSmart.

Related pages

• Unlimited Automations
• Activate Unlimited Automations
• OutSmart Packages