Triploft Inc

Understand how automations work in TripLoft and manage them from the Automations page.

Automations Overview

Build an automation by choosing a trigger and adding the actions that run when it fires.

Create an Automation

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

Configure Automation Actions

Attach automation templates to specific trips or contacts, or create one-off automations 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

Shane

Automations

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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