Create and Activate an Automation

1. Go to Virfice → Automations and create an automation.
2. Enter a clear internal name.
3. Select a trigger and configure its options.
4. Add actions, waits, and conditions in the required order.
5. Configure each step completely.
6. Save the workflow.
7. Test the trigger with an internal contact.
8. Review the queue and logs, then activate the automation.

Editing a live automation can affect contacts already in its queue. Pause it before making structural changes.