Automation templates
Start faster with automation templates, then adjust triggers, conditions, and actions for your agency.
Use a template
When creating an automation, choose Use a template to start from a predefined flow. Templates are starting points — review every step before enabling.
- Rename the automation so your team recognizes it
- Confirm the trigger matches how your leads actually arrive
- Update message templates and assignees to your agency
- Enable only after a careful review
Next step
Use the Developer API and webhooks when you need tools outside Zyelra’s built-in Automations.
Connect external automation platforms →