Shared guide

How to automate activity creation

This guide provides a step-by-step process to automate activity creation by setting up triggers and conditions in your automation settings.

victoriaworkflowsvictoriaworkflows
·39 steps·92 views·Published

This guide provides a step-by-step process to automate activity creation by setting up triggers and conditions in your automation settings. Learn how to navigate through different sections to efficiently create and customize your automation for person organization events.

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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