Automations allow your agency to automatically perform actions when specific events occur. Each automation consists of a trigger and one or more actions that execute when the trigger conditions are met.
Create a Trip Automation
Trip automations are used to automate actions related to trip activity, approvals, payments, and traveler interactions.
Create the Automation
Navigate to Templates → Automations.
Click Add.
Enter an Automation Name.
Select Trip as the automation type.
Click Continue.
The Trigger Selection window opens.
Select a Trip Trigger
Choose the event that should start the automation. Available trip triggers include:
Trip Created
Trip Starts
Trip Ends
Trip Status Changes
Client Requests Trip Edits
Client Approves Trip
Client Authorizes Payments
Payment Due Date
Select the desired trigger and click Continue. The Automation Builder opens with the selected trigger displayed in the workflow.
Add an Action
Click the + icon beneath the trigger.
Select the action you want to add.
Available actions include:
Email
Task
The selected action is added to the workflow.
Configure the Action
Complete the action configuration and click Save. You may add multiple actions to the same automation by selecting the + icon below an existing action.
Activate the Automation
Review the workflow.
Toggle Status to Active.
Click Close.
The automation is now active and will run whenever the selected trip trigger occurs.
Create a Contact Automation
Contact automations are used to automate communications and tasks related to traveler milestones and document expiration dates.
Create the Automation
Navigate to Templates → Automations.
Click Add.
Enter an Automation Name.
Select Contact as the automation type.
Click Continue.
The Trigger Selection window opens.
Select a Contact Trigger
Choose the event that should start the automation. Available contact triggers include:
Birthday Date
Anniversary Date
Passport Expiration Date
Select the desired trigger and click Continue. The Automation Builder opens with the selected trigger displayed in the workflow.
Add an Action
Click the + icon beneath the trigger.
Select the action you want to add.
Available actions include:
Email
Task
The selected action is added to the workflow.
Configure the Action
Complete the action configuration and click Save. You may add additional actions to create multi-step workflows.
Example:
Passport Expiration Date → Send Reminder Email → Create Internal Follow-up Task
Activate the Automation
Review the workflow.
Toggle Status to Active.
Click Close.
The automation is now active and will run whenever the selected contact trigger occurs.
Next Steps
After adding actions to an automation, configure the action details such as timing, recipients, templates, task assignments, and notifications. For detailed action configuration instructions, see Configure Automation Actions.