Shared guide

How to automate activity creation

Step-by-step guide covering: Click on "Click here."; Click Automations; Click Automation; Click Event trigger.

victoriaworkflowsvictoriaworkflows
·39 steps·12 views·Published
Step-by-step Guide39 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Automations

    Click Automations
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  3. Click Automation

    Click Automation
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  4. Click Event trigger

    Click Event trigger
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  5. Click Select item

    Click Select item
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  6. Click Person

    Click Person
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  7. Click Added

    Click Added
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  8. Click Apply trigger

    Click Apply trigger
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  9. Click on "Click here."

    Click on "Click here."
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  10. Click Add custom condition

    Click Add custom condition
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  11. Click Person organization

    Click Person organization
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  12. Click Select comparator

    Click Select comparator
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  13. Click is

    Click is
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  14. Click on "Click here."

    Click on "Click here."
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  15. Type "lib" in Search

  16. Click Libre

    Click Libre
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  17. Click Apply conditions

    Click Apply conditions
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  18. Click ActionAutomation continues with an action

    Click ActionAutomation continues with an action
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  19. Click on "Click here."

    Click on "Click here."
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  20. Click Create activity

    Click Create activity
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  21. Click Next

    Click Next
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  22. Click on "Click here."

    Click on "Click here."
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  23. Click Next

    Click Next
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  24. Click on "Click here."

    Click on "Click here."
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  25. Type "Call lead"

  26. Click on "Click here."

    Click on "Click here."
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  27. Click Call

    Click Call
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  28. Click on "Click here."

    Click on "Click here."
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  29. Click Africa/Lagos

    Click Africa/Lagos
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  30. Click US/Eastern

    Click US/Eastern
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  31. Click on "Click here."

    Click on "Click here."
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  32. Click The same day

    Click The same day
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  33. Click Apply action

    Click Apply action
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  34. Click Confirm and save

    Click Confirm and save
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  35. Click Save

    Click Save
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  36. Click on "Click here."

    Click on "Click here."
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  37. Press a

  38. Type "Call New Lead" in Untitled 01/21/2026 16:24:47

  39. Click on "Click here."

    Click on "Click here."
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