Triploft Inc

Build an automation: choose a trigger, add the actions that run when it fires, and activate it.

Create an Automation

Set up the email and task steps that run inside an automation, including timing, content, and recipients.

Configure Automation Actions

How the Trip Status Changes trigger works, the full list of target statuses, and the most common way this trigger gets misconfigured.

How Trip Status Automations Work

Automatically remind a client to pay, starting before the due date and repeating until the payment clears.

Set Up Recurring Payment Reminders

Attach an automation template to a trip or contact, or build a one-off automation for a single record.

Apply Automations to Trips and Contacts

What automation warnings mean, when actions are silently skipped, how partial runs behave, and why applied automations are independent of their template.

Automation Warnings and Edge Cases

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Katie Brian

Automations

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