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How to manually start an Automation
How to manually start an Automation

You can start an Automation manually and start it on a selected step of the automation

Justin Tilley avatar
Written by Justin Tilley
Updated over a week ago

In Eagle you don't just have to wait for automations to start automatically. If you need to, you can start an automation manually, at a time that suits you.

You could also have an automation that doesn't have an automatic trigger, and can be started manually whenever you choose.

You can also stop an automation, which you can find more info on here.

1st Method

This method is the preferred method, as it gives you far more options in when you want to begin the automation; what step to start on and what the automation is associated with.

Firstly click the Plus symbol from the top right, then click Start Automation.

A popup will then appear on the bottom right of the page. You will be able to choose which Automation you would like to run, on what step you would like to begin the automation. You can choose to run the Automation now or schedule it to run on a particular date and time.

Note: You can only schedule one instance of the automation running at a time.

Then you click over to the Associations tab of the popup. From here you can choose what elements of Eagle you will associate with the automation.

Doing this allows the system to know where to pull information from, whether that be contact names, contract dates, property addresses etc. So you may be loading in a contact, a property, and contract all at the same time, as the automation requires information from each of those areas.

Note: You can only run the automation once at a time for each contact/property/contract etc. So you can't add more than one contact, or more than one property etc.

2nd Method

This method exists only on a Contact or Listing. This method is only recommended if the automation only requires information from the contact/listing page that you're on.

You firstly click Add Automation

You can then choose which Automation to run and who you would like to run the automation as. Who you choose in this section will run the automation for that user. Things like assign steps will get assigned to that user.

For any further assistance with this please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected]

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