Unlimited Automations

Everything about activating, setting up, managing, and using Unlimited Automations in OutSmart.

Unlimited Automations helps you automate recurring processes in OutSmart at scale.

Use this page as the central hub for everything around Automations.

You will find explanations for activation, setup, usage, and management.

In Accelerate, you get two automations by default. In Maximize, Unlimited Automations is included. You can also activate this feature as a separate Power-Up through Automations unlimited.

Start here

What is Unlimited Automations?

Understand what this Power-Up does and when you need it.

Activate Unlimited Automations

Start a trial or activate the Power-Up through the Marketplace.

Create your first automation

Create a flow with a name, trigger, criteria, and actions.

Per module

Automations for Work Orders

Use triggers and actions around work order status, pricing, and notifications.

Automations for Customer Portal

Automate portal requests, confirmations, and internal follow-up.

Automations for CRM+

Support your sales process with status-based actions and follow-up.

Automations for Invoices, Quotations, and Contracts

Automate administrative processes across multiple modules.

Management and optimization

Manage and monitor existing automations

Keep an overview, adjust flows, and check the output.

Automation ideas for OutSmart

See practical examples to deliver value quickly.

Webinar

Prefer to follow the process visually? Watch the webinar about Unlimited Automations.