The manual trigger feature in Automations 2.0 allows you to manually assign an automation to contacts directly from the lead profile.
🙌 Open beta coming July 2025!
Building an Automation with the Manual Trigger
Only the account owner and admin users can create and edit automations.
1. Go to Admin > Automations
2. Select + Create Automation
3. Drag the Manual trigger to the canvas
4. Continue to the steps by dragging a Control and/or an Action to the canvas and completing the step
5. Add to the automation (optional), review, and Save Changes in the upper right-hand corner
6. Name the automation, select the desired automation Behavior, and Save
8. Lastly, Enable the automation so it is active
Manually Applying Automations
⚠️ Only active automations with the manual trigger can be manually applied to the lead profile.
1. Navigate to the desired Lead Profile
2. On the right-hand side of the profile, click the blue + button in the automations tile
3. Select the desired Automation > Apply
Note: If you are not seeing the desired automation, it may be because the automation is not active or it doesn’t have a manual trigger.
4. The automation will be applied and visible within the automations tile