> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automations-for-customer-portal.md).

# Automations for Customer Portal

With the **Customer Portal**, customers can submit requests themselves and view information.

By linking automations to portal events, you handle requests faster and more consistently.

Think of an automatic confirmation email, a notification to planning, or creating a work order.

{% stepper %}
{% step %}

### Configure the Customer Portal

First check your portal settings through **Settings → Portal settings**.
{% endstep %}

{% step %}

### Check your email templates

Create the correct portal email templates and link them where needed.
{% endstep %}

{% step %}

### Create a new automation

Go to **Settings → Settings → Automation** and click **Add**.
{% endstep %}

{% step %}

### Name the automation

For example: `Confirmation for new portal request`.
{% endstep %}

{% step %}

### Choose a portal event

Select an event that belongs to a new portal request or a portal process.
{% endstep %}

{% step %}

### Add criteria

Filter, for example, by portal customer or work type.
{% endstep %}

{% step %}

### Choose the action

For example, set a notification to planning or an automatic email.
{% endstep %}

{% step %}

### Save and test

Create a test request from the portal and check whether everything works correctly.

{% hint style="info" %}
Add a screenshot here of **Portal settings** and an example automation with a portal event as trigger.
{% endhint %}
{% endstep %}
{% endstepper %}

## Frequently asked questions

<details>

<summary>Where do new portal requests appear?</summary>

In the work order overview under **Requests → Portal requests**.

</details>

<details>

<summary>Can I set different automations per customer portal?</summary>

Yes. Use criteria to filter by the correct portal customer.

</details>

<details>

<summary>Do I need to set email templates per portal?</summary>

Yes. You create portal email templates separately and link them in the portal settings.

</details>

## Related topics

* How To Create A Customer Portal
* How To Create A Work Order In The Customer Portal
* How To Create Customer Portal Email Templates


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