You can import automation recipes into your account from a share link.
Take note
Depending on your plan tier, you may or may not have access to some automation actions and triggers. These are flagged in the automation for you.
Import an automation recipe from a share link
- Click Automations on the left menu.
- Click the “Create an automation” button.
- A modal window will appear. Click the “Import an automation” button.
- In the next modal, paste the automation share link into the field provided, then click the “Import” button.
- The automation builder will load, along with the Automation Setup Wizard on the right of your screen.
- Depending on your plan tier, you may not have access to some of the triggers or actions in the automation recipe. If so, we’ll display a message for you on the Setup Wizard.
- From here, you can click “Import anyway” or “Skip setup.”
- If you choose “Import anyway,” the Setup Wizard will walk you through each trigger and action that needs to be updated. Follow these steps to complete your automation setup
- When finished, activate your automation
- If you choose “Skip setup”:
- The page will reload and display the automation
- Any trigger or action that needs to be fixed is flagged for you, along with the action you need to take
- Any trigger or action you don’t have access to is also flagged for you. From here, you can delete the action(s)
- Once the actions are updated or removed, you can activate your automation