With the Automation Center, your agency can create workflows that will help automate manual tasks so that your agency can focus one what's really important - your customers!


Automation Center has several different scenarios which are called triggers. When a trigger goes off the Automation Center then does an action. For example, if you create a customer account in EZLynx then Automation Center will send an email that contains a link to the Client Center portal on your agency website. 


With lots of triggers and actions, there are numerous workflows to create. What's nice though is that it only takes 4 steps to create a workflow!



TABLE OF CONTENTS


Accessing Automation Center


1. Hover over the Settings (gear) icon. 

2. Click Automation Center.



3. Click the Workflows tab.

4. Click the Create New Workflow button. If this is your first workflow a pop-up will appear.

5. This pop-up will notify you of the End User License Agreement when you create your first workflow. Creation of workflows will only be possible after you accept Terms & Conditions mentioned. If you agree, click the I Accept. 




Workflow Tab 

The Configure tab has now been renamed to the Workflows tab. This tab will show you all the workflows that you have created and saved. 


You will now be able to filter the workflows by the following: 


Filter Name
Definition 
1. Modified ByWhich EZLynx User last modified the workflow
2. Date ModifiedThe last date the workflow was modified
3. TriggerWhat causes the workflow to activate
4. StatusWhether the workflow is enabled or disabled
5. AgencyWhich Agency or Agencies have access to this workflow


(Please note: You will only be able to filter by Agency if you have access to other Agencies in your organizational hierarchy.) 



You can delete workflows by selecting delete from the Actions drop-down on the workflows dashboard. 


(Please note: Deleted workflows will be permanently removed from the system meaning they will no longer run, be displayed on the Workflows tab, or be editable. Deleting a workflow that is in-progress, will not stop it from being completed. It will only stop if from triggering in the future.) 


You can also edit, duplicate, enable, and disable workflows from the same Actions drop-down. 




History Tab

This tab will show you all the workflows that have been triggered. You can filter the workflows by the following: 


Filter NameDefinition
1. OwnerWhich EZLynx User created the filter
2. Date StartedThe date and time the workflow was triggered
3. Date CompletedThe date and time the workflow was completed
4. TriggerWhat caused the workflow to activate
5. StatusWhether the workflow succeeded or failed
6. AgencyWhich Agency the EZLynx User that created the workflow belongs to


(Please note: You will only be able to filter by Agency if you have access to other Agencies in your organizational hierarchy.)



You can view completed workflows in the History tab, whether they succeeded, and why they failed. 


1. Click the arrow on the workflow in question. 

2. If the workflow you are viewing failed, you will see a specific error message when the reason for the failure is known. 



Step 1 - Selecting a Trigger


1. Select your trigger by clicking one of the cards on the Select Trigger page. Each section will have their own triggers. 

2. Click the arrow to expand or collapse a section. 



Step 2 - Add Filters


Filters enable you to create specific and unique workflows that will only fire in certain cases. The trigger you select will only fire if the filter(s) added are met.


(Please note: This step is optional, unless you select the Birthday trigger.) 


1. Click the Add Filter button to narrow down when your trigger will fire. 



2. Click inside the Select Filter field. 


(Please note: The filters available will be different based on the trigger you chose.) 


3. Select the filter



4. Select how you want the filter to work. 


(Please note: The options in this drop-down will change depending on which filter you chose.) 



5. Enter the value


(Please note: The value options will change depending on which filter you chose.) 


6. Click the And button to add more filters. 

7. Once all filters are added, click the Add Actions button. 




Step 3 - Add Actions


Now that you have added your filter, you want to add an action for when your workflow triggers. Currently, there are three actions: Create Note/Task, Send Email, and Create Folders. 


1. Click a card to add an action. 



2. Edit the action to make it work how you want it to. 

3. Click the OK button. The action has now been added to the workflow. 


(Please note: The options for each action will change depending on which action you chose.) 



4. Click the And button to add more actions. 

5. Click the Edit (pencil) icon to edit the action.

6. Click the Delete (trash can) icon to remove the action. 

7. When all actions are ready, click the Finish Setup button. 



Step 4 - Name & Enable


1. Input the name for the workflow.

2. Enable/Disable the workflow.

3. Input a description for the workflow.

4. Choose which Agency or Agencies will have access to this workflow. 

5. Once done, click the Save button to complete the workflow. 



Real-time Workflow Preview


This Workflow preview will update in real-time as you select a trigger, add filters, and add actions. It will construct a sentence to show you exactly what your workflow will do. 


- After you select a trigger - 




- After you add filters -




- After you add actions -