With the Automation Center, your agency can create workflows that will help automate manual tasks so that your agency can focus on 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
  • Workflow Tab 
  • History Tab
• Step 1 - Selecting a Trigger
• Step 2 - Add Filters
• Step 3 - Add Actions
• Step 4 - Name & Enable
• Real-time Workflow Preview

Accessing Automation Center

To create an Automation Center Workflow, you must be an Automation Center Admin. 

1. Hover over the Settings (gear) icon. 

2. Click Automation Center.

Attention! - If your agency has Automation Center and you do not see this option, you are not an Automation Center Admin. Please reach out to your Agency Admin to request Automation Center Admin access.

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: 

(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: 

(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. Check out our Automation Center - List of all Triggers, Filters, and Actions article to see all the available actions!

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. 

Attention! - If you chose the Text or Email action, your customers will not receive the text or email until after 10:00 AM CST. This is expected behavior to make sure your customers are not getting text or email notifications in the middle of the night.

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 -