What You Can Do After This Guide
Open the Revenue Automations dashboard → enable a script → open "View workflow" to edit content/audience → (optional) connect a sending channel → perform the trigger action in the CRM screen for the script to run → view execution logs → disable/re-enable.
Preparation
| # | Condition | Why It's Needed |
|---|---|---|
| 1 | Log in to a workspace you have write permissions for. | To enable scripts and create trigger data. |
| 2 | (Optional) A connected sending channel (Messaging → Channels) + parameters (email account, segment ID). | To ensure the email/SMS/ad sending step runs completely. Without it, the script will still run, but the sending step will report an expected error. |
Step 1 — Open the Revenue Automations Dashboard
- On the left navigation bar, open Increase Revenue → Automation → Automation Catalog.
✅ Expected Result: A list of scripts grouped by funnel stage (Acquire · Convert · Close · Retain · Expand · Win-back). Each row: an understandable name + description + on/off toggle — over 30 scripts, grouped by funnel.
Step 2 — Enable a Script
- Toggle on a script (e.g., "Deal won → customer onboarding" or "Abandoned cart recovery").
✅ Expected Result: The toggle switches on; a success toast appears; a "View workflow" (↗) link appears on that row. The script is now an Active workflow that you own (visible in Automation → Workflows).
Step 3 — Open "View workflow" and Edit Content
- Click "View workflow" on the script row you just enabled.
- In the editor, view the diagram (Trigger → steps → End). Edit the email content, delays, audience segment IDs, thresholds in the node parameters → Save.
✅ Expected Result: The correct workflow editor for the script opens; parameters can be edited and saved.
Step 4 — (Optional) Connect Sending Channel
- Open Messaging → Channels and connect an email/SMS account; return to the editor and fill in any remaining parameters (email account, segment/audience ID).
✅ Expected Result: After connecting and filling in parameters, the Send Message / Add to Ad Audience step will run completely (instead of reporting an expected error when not configured).
Step 5 — Trigger the Action in the Corresponding CRM Screen
- Navigate to the CRM screen that matches the script and perform the trigger action. For example:
- Welcome & nurture new leads: CRM → Contacts → create a new contact (with name + email).
- Deal won → onboarding: CRM → Deals → move a deal to Won.
- Order delivered → review & NPS: CRM → Products & Orders → mark an order as Delivered.
- Schedule appointment: confirm & remind: CRM → Appointments → Confirm an appointment.
✅ Expected Result: The script's workflow fires immediately when the event occurs.
Step 6 — View Execution Logs
- Open Automation → Workflows → open that workflow → execution logs.
✅ Expected Result: View the recent run: each step executed in order; the sending step succeeded if the channel was connected (or reported "configuration required" if not — as expected).
Step 7 — Disable and Re-enable (Preserve Configuration)
- Return to the Revenue Automations dashboard, toggle the script off.
- Toggle it back on.
✅ Expected Result: When turned off: the toggle is off, the "View workflow" link disappears, and in Workflows it is hidden (disabled but retained, not deleted). When turned back on: it becomes active immediately, no need to rebuild — your configuration is preserved.
Quick Reference Table of Expected Results
| Action | What You'll See |
|---|---|
| Open Dashboard (Step 1) | List of scripts grouped by funnel + toggle for each row |
| Enable (Step 2) | Toast + "View workflow" link; becomes an active workflow you own |
| View Workflow (Step 3) | Editor opens; edit content/delay/audience + Save |
| Connect Channel (Step 4) | Sending step runs completely after parameters are filled |
| Trigger Action (Step 5) | Workflow fires when the CRM event occurs |
| Execution Logs (Step 6) | See the run + status of each step |
| Disable/Re-enable (Step 7) | Off = hidden + retained; Re-enable = runs immediately, no rebuild needed |
Notes
- Sending Step Configuration Required: If a channel is not connected or parameters are not filled (email account, segment ID), the script will still fire and run, but the sending step will report an error — these are customer-specific parameters to fill, not a product defect. Sending messages consumes credits — the workspace must have sufficient credits for the sending step to complete.
- External Lead Webhook: The "auto-confirm external lead" script requires configuring the webhook event name in the trigger (Settings → Integrations).
- Some scripts require appropriate actual data (e.g., round-robin needs staff to assign to) — refer to the description of each script.
