FAQ: Automations
Automation not trigger on owner/Lead update
Hi Team, You may encounter an issue where Automation has not triggered on Lead update, where the field will be owner update. Reason To Debug this please check the owner update is done by which card/method. If Owner has been updated by "Lead ...
CRON Automation Not triggered even after ALL condition is True
Hi Team, You may encounter an issue where CRON-type automation (Mostly regular interval type trigger) will not trigger even if all the inclusion criteria is satisfied. Reason for that will be that there is a certain limit in Regular interval also for ...
Lead assigned more than lead assignment quota
Issue Hi Team you can face some issue where lead assignment quota is enabled that Leads are assigned to users more than the lead assignment quota via automation. Reason for this is that the lead assignment quota is only calculated for lead distribute ...
Finding automation with pdid
Hi Team, Whenever there will be an automation delay or any kind of surge in your account, then you will reach out to SRE team for this. SRE will in return give you the pdid of the automation that are causing surge or may be failing as shown below:- ...
If/Else condition returning false positive | Automation card error
Issue Reported: The If/Else card within the automation was generating false positives for multiple leads, causing these leads to proceed through the automation incorrectly. If/ Else card condition: Activity of the lead is ..... and ..... Solution: ...
Why is exit condition behaviour different on wait card?
Query: Customer raised a concern that Automation exit condition is not working on the Wait card. For example: When the automation gets triggered and the exit condition is satisfied by the Lead, the lead will not exit on the trigger card, it will exit ...
Restrictions on adding sub-automation in Automation(Lead Type Trigger)
Product behaviour: Sub-Automations created for an Activity type Trigger cannot be used in other automations with Lead type Triggers. Root cause: Sub-automation cards for Lead Type Triggers have a validation that only allows Sub-automations created ...